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
1776
$1.62M ﹤0.01%
96,817
+1,000
1777
$1.62M ﹤0.01%
14,427
+2,651
1778
$1.62M ﹤0.01%
81,760
-10,955
1779
$1.62M ﹤0.01%
2,292
-20
1780
$1.61M ﹤0.01%
125,417
-33,937
1781
$1.61M ﹤0.01%
23,395
+960
1782
$1.61M ﹤0.01%
73,548
+20,310
1783
$1.6M ﹤0.01%
136,683
+13,100
1784
$1.6M ﹤0.01%
166,471
+29,983
1785
$1.6M ﹤0.01%
15,000
-15,032
1786
$1.59M ﹤0.01%
16,873
+234
1787
$1.59M ﹤0.01%
26,508
-2,317
1788
$1.59M ﹤0.01%
32,073
+55
1789
$1.59M ﹤0.01%
30,665
+5,215
1790
$1.59M ﹤0.01%
19,978
+2,171
1791
$1.59M ﹤0.01%
100,649
+3,176
1792
$1.59M ﹤0.01%
101,622
+17,689
1793
$1.58M ﹤0.01%
28,394
-1,596
1794
$1.58M ﹤0.01%
18,500
+251
1795
$1.58M ﹤0.01%
28,327
-786
1796
$1.58M ﹤0.01%
18,745
-21,794
1797
$1.58M ﹤0.01%
12,535
-9,400
1798
$1.58M ﹤0.01%
64,609
+430
1799
$1.58M ﹤0.01%
24,884
+9,678
1800
$1.57M ﹤0.01%
11,454
-322
70 71
72
73 74