Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.6B
AUM Growth
+$7.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,558
New
Increased
Reduced
Closed

Top Buys

1
+$91M
2
+$90.7M
3
+$58M
4
MSFT icon
Microsoft
MSFT
+$56.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$51.4M

Top Sells

1
+$236M
2
+$109M
3
+$76.5M
4
DLR icon
Digital Realty Trust
DLR
+$59.1M
5
MBB icon
iShares MBS ETF
MBB
+$46.5M

Sector Composition

1 Technology 18.12%
2 Healthcare 11.33%
3 Financials 9.34%
4 Industrials 8.68%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$2.19M ﹤0.01%
23,764
+3,137
1552
$2.18M ﹤0.01%
35,872
-1,016
1553
$2.18M ﹤0.01%
34,433
-1,131
1554
$2.18M ﹤0.01%
18,703
-2,311
1555
$2.17M ﹤0.01%
38,943
-2,864
1556
$2.17M ﹤0.01%
49,522
+505
1557
$2.17M ﹤0.01%
+36,032
1558
$2.17M ﹤0.01%
23,461
-269
1559
$2.16M ﹤0.01%
22,642
+3,776
1560
$2.16M ﹤0.01%
59,482
-55,901
1561
$2.16M ﹤0.01%
35,812
-4,363
1562
$2.16M ﹤0.01%
174,217
-16,582
1563
$2.16M ﹤0.01%
42,937
-413
1564
$2.15M ﹤0.01%
30,054
+1,520
1565
$2.15M ﹤0.01%
167,500
+56,000
1566
$2.15M ﹤0.01%
32,653
-219
1567
$2.15M ﹤0.01%
20,088
-551
1568
$2.14M ﹤0.01%
114,992
+74,961
1569
$2.14M ﹤0.01%
26,656
-8,496
1570
$2.14M ﹤0.01%
50,965
-30,212
1571
$2.13M ﹤0.01%
128,186
-2,300
1572
$2.13M ﹤0.01%
42,651
+2,246
1573
$2.13M ﹤0.01%
149,513
-13,259
1574
$2.13M ﹤0.01%
34,959
-2,928
1575
$2.13M ﹤0.01%
107,323
+11,701
61 62
63
64 65