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
1676
$1.86M ﹤0.01%
36,074
+937
1677
$1.86M ﹤0.01%
93,992
-6,242
1678
$1.85M ﹤0.01%
12,722
+3,782
1679
$1.85M ﹤0.01%
74,837
+1,752
1680
$1.85M ﹤0.01%
5,486
-41
1681
$1.85M ﹤0.01%
50,924
-752
1682
$1.85M ﹤0.01%
61,165
-5,218
1683
$1.85M ﹤0.01%
56,714
+35,385
1684
$1.84M ﹤0.01%
77,512
-223
1685
$1.83M ﹤0.01%
36,733
-15,503
1686
$1.83M ﹤0.01%
26,448
-10,767
1687
$1.83M ﹤0.01%
30,804
-8,150
1688
$1.83M ﹤0.01%
59,625
+6,887
1689
$1.83M ﹤0.01%
74,493
+1,152
1690
$1.82M ﹤0.01%
44,361
+36,321
1691
$1.82M ﹤0.01%
41,097
+3,817
1692
$1.82M ﹤0.01%
17,173
+1,591
1693
$1.82M ﹤0.01%
40,577
-71,562
1694
$1.81M ﹤0.01%
69,372
-6,061
1695
$1.81M ﹤0.01%
10,634
+6,219
1696
$1.81M ﹤0.01%
34,036
+837
1697
$1.8M ﹤0.01%
23,141
+9,848
1698
$1.8M ﹤0.01%
45,191
-19,638
1699
$1.79M ﹤0.01%
31,432
+25,162
1700
$1.79M ﹤0.01%
62,864
+14,848
66 67
68
69 70