Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$91.2M
2
+$90.3M
3
+$61.5M
4
MSFT icon
Microsoft
MSFT
+$54.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$49.8M

Top Sells

1
+$239M
2
+$109M
3
+$74.8M
4
DLR icon
Digital Realty Trust
DLR
+$53.5M
5
MBB icon
iShares MBS ETF
MBB
+$46.6M

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
1601
$2.04M ﹤0.01%
53,321
-7,104
1602
$2.03M ﹤0.01%
64,795
-6,619
1603
$2.02M ﹤0.01%
35,020
+3,339
1604
$2.02M ﹤0.01%
1,993
+7
1605
$2.02M ﹤0.01%
104,756
-11,393
1606
$2.02M ﹤0.01%
98,472
+11,200
1607
$2.01M ﹤0.01%
40,096
+6,342
1608
$2.01M ﹤0.01%
10,180
+1,090
1609
$2.01M ﹤0.01%
113,203
-5,543
1610
$2.01M ﹤0.01%
3,336
-326
1611
$2.01M ﹤0.01%
36,444
+1,198
1612
$2M ﹤0.01%
17,726
+452
1613
$2M ﹤0.01%
20,144
+477
1614
$2M ﹤0.01%
22,683
+616
1615
$2M ﹤0.01%
79,634
+1,131
1616
$2M ﹤0.01%
29,211
-6,567
1617
$2M ﹤0.01%
+110,295
1618
$1.99M ﹤0.01%
170,736
-11,416
1619
$1.99M ﹤0.01%
79,385
+38,759
1620
$1.99M ﹤0.01%
19,433
-3,307
1621
$1.98M ﹤0.01%
78,220
+242
1622
$1.98M ﹤0.01%
27,630
+10,116
1623
$1.98M ﹤0.01%
201,949
+30,697
1624
$1.98M ﹤0.01%
+19,053
1625
$1.97M ﹤0.01%
55,652
-3,038
63 64
65
66 67