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
1576
$2.12M ﹤0.01%
71,241
+1,228
1577
$2.12M ﹤0.01%
+64,296
1578
$2.12M ﹤0.01%
80,922
+10,199
1579
$2.12M ﹤0.01%
48,527
-2,256
1580
$2.11M ﹤0.01%
41,786
-10,338
1581
$2.1M ﹤0.01%
26,238
+2,641
1582
$2.1M ﹤0.01%
62,362
-12,016
1583
$2.1M ﹤0.01%
21,958
+648
1584
$2.09M ﹤0.01%
13,547
-424
1585
$2.09M ﹤0.01%
27,407
+6,969
1586
$2.09M ﹤0.01%
136,118
+6,339
1587
$2.09M ﹤0.01%
94,394
+514
1588
$2.08M ﹤0.01%
29,434
+6,709
1589
$2.08M ﹤0.01%
24,443
+6,169
1590
$2.07M ﹤0.01%
48,925
-318
1591
$2.06M ﹤0.01%
96,865
-38,407
1592
$2.06M ﹤0.01%
36,849
+720
1593
$2.06M ﹤0.01%
24,439
+20,011
1594
$2.06M ﹤0.01%
12,426
-7,635
1595
$2.05M ﹤0.01%
33,782
+3,548
1596
$2.05M ﹤0.01%
79,538
+3,947
1597
$2.05M ﹤0.01%
70,830
+1,720
1598
$2.04M ﹤0.01%
43,435
+600
1599
$2.04M ﹤0.01%
47,670
+6,797
1600
$2.04M ﹤0.01%
14,856
-660
62 63
64
65 66