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
1626
$1.97M ﹤0.01%
28,472
+8,668
1627
$1.97M ﹤0.01%
47,637
-26,575
1628
$1.96M ﹤0.01%
10,980
+16
1629
$1.96M ﹤0.01%
+185,282
1630
$1.96M ﹤0.01%
315,148
+63,745
1631
$1.96M ﹤0.01%
148,355
+46,464
1632
$1.96M ﹤0.01%
66,270
+24,937
1633
$1.95M ﹤0.01%
38,233
+1,459
1634
$1.95M ﹤0.01%
5,109
+3,389
1635
$1.95M ﹤0.01%
20,270
-26
1636
$1.94M ﹤0.01%
88,695
+588
1637
$1.94M ﹤0.01%
9,944
-12
1638
$1.94M ﹤0.01%
54,224
-37,998
1639
$1.93M ﹤0.01%
45,442
-10,476
1640
$1.93M ﹤0.01%
47,575
-5,831
1641
$1.93M ﹤0.01%
25,896
-1,555
1642
$1.93M ﹤0.01%
8,872
+1,913
1643
$1.93M ﹤0.01%
91,038
-14,557
1644
$1.93M ﹤0.01%
81,056
-5,365
1645
$1.93M ﹤0.01%
46,648
-1,447
1646
$1.93M ﹤0.01%
91,340
+9,993
1647
$1.93M ﹤0.01%
16,746
+6,513
1648
$1.92M ﹤0.01%
33,005
-8,749
1649
$1.91M ﹤0.01%
14,667
-1,884
1650
$1.91M ﹤0.01%
149,479
-418
64 65
66
67 68