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
1726
$1.74M ﹤0.01%
47,810
-2,414
1727
$1.74M ﹤0.01%
47,269
-333
1728
$1.74M ﹤0.01%
367,527
+849
1729
$1.73M ﹤0.01%
101,512
+79,196
1730
$1.73M ﹤0.01%
21,443
+170
1731
$1.73M ﹤0.01%
55,315
+45,021
1732
$1.73M ﹤0.01%
46,250
+1,952
1733
$1.73M ﹤0.01%
16,211
-3,754
1734
$1.73M ﹤0.01%
36,984
-667
1735
$1.72M ﹤0.01%
75,000
+7,639
1736
$1.72M ﹤0.01%
65,869
+5,713
1737
$1.72M ﹤0.01%
26,401
-671
1738
$1.72M ﹤0.01%
97,990
+9,526
1739
$1.71M ﹤0.01%
180,076
-11,352
1740
$1.71M ﹤0.01%
16,238
+438
1741
$1.71M ﹤0.01%
95,414
-45,103
1742
$1.71M ﹤0.01%
87,234
-13,307
1743
$1.71M ﹤0.01%
57,536
-22,721
1744
$1.71M ﹤0.01%
20,864
+6,596
1745
$1.71M ﹤0.01%
25,478
+1,375
1746
$1.7M ﹤0.01%
57,669
+757
1747
$1.7M ﹤0.01%
60,069
-6,004
1748
$1.7M ﹤0.01%
33,870
-984
1749
$1.7M ﹤0.01%
59,989
+1,453
1750
$1.7M ﹤0.01%
249,644
-130,758
68 69
70
71 72