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
1651
$1.91M ﹤0.01%
184,201
-108,781
1652
$1.91M ﹤0.01%
122,173
-54
1653
$1.91M ﹤0.01%
13,649
-3,462
1654
$1.91M ﹤0.01%
61,695
-236
1655
$1.9M ﹤0.01%
65,000
1656
$1.9M ﹤0.01%
27,913
+449
1657
$1.89M ﹤0.01%
19,285
+8,738
1658
$1.89M ﹤0.01%
59,003
-3,651
1659
$1.89M ﹤0.01%
26,168
+168
1660
$1.89M ﹤0.01%
34,428
-3,520
1661
$1.88M ﹤0.01%
103,381
+3,570
1662
$1.88M ﹤0.01%
31,144
+727
1663
$1.88M ﹤0.01%
82,620
+140
1664
$1.88M ﹤0.01%
76,471
+12,993
1665
$1.88M ﹤0.01%
63,000
+40,555
1666
$1.88M ﹤0.01%
167,637
+3,727
1667
$1.88M ﹤0.01%
9,867
+7,869
1668
$1.87M ﹤0.01%
45,842
-25,539
1669
$1.87M ﹤0.01%
24,109
-872
1670
$1.87M ﹤0.01%
60,876
-36,923
1671
$1.87M ﹤0.01%
86,715
+1,232
1672
$1.87M ﹤0.01%
23,072
+15
1673
$1.87M ﹤0.01%
28,043
-6,420
1674
$1.86M ﹤0.01%
14,311
-178
1675
$1.86M ﹤0.01%
37,055
+1,493
65 66
67
68 69