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
1751
$1.69M ﹤0.01%
87,070
+73,131
1752
$1.69M ﹤0.01%
+63,523
1753
$1.69M ﹤0.01%
30,897
+1,037
1754
$1.69M ﹤0.01%
53,409
-20,081
1755
$1.68M ﹤0.01%
35,674
+12,883
1756
$1.68M ﹤0.01%
80,912
+36,752
1757
$1.67M ﹤0.01%
48,353
-13,546
1758
$1.67M ﹤0.01%
61,100
1759
$1.67M ﹤0.01%
30,960
-6,152
1760
$1.67M ﹤0.01%
23,334
-8,372
1761
$1.66M ﹤0.01%
+21,263
1762
$1.66M ﹤0.01%
29,194
-6,674
1763
$1.65M ﹤0.01%
104,747
-5,556
1764
$1.65M ﹤0.01%
31,103
-23,382
1765
$1.65M ﹤0.01%
34,826
-12,700
1766
$1.64M ﹤0.01%
106,616
+86,887
1767
$1.64M ﹤0.01%
91,378
-21,773
1768
$1.64M ﹤0.01%
125,769
-48,145
1769
$1.64M ﹤0.01%
16,397
+2,500
1770
$1.64M ﹤0.01%
47,052
+4,799
1771
$1.63M ﹤0.01%
28,192
+780
1772
$1.63M ﹤0.01%
20,383
+429
1773
$1.63M ﹤0.01%
37,755
-21,949
1774
$1.62M ﹤0.01%
30,182
+299
1775
$1.62M ﹤0.01%
71,111
+9,020
69 70
71
72 73