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
1801
$1.57M ﹤0.01%
37,378
+5,493
1802
$1.57M ﹤0.01%
18,957
+156
1803
$1.56M ﹤0.01%
13,781
+1,037
1804
$1.56M ﹤0.01%
26,465
+4,918
1805
$1.56M ﹤0.01%
19,651
+6
1806
$1.56M ﹤0.01%
+53,461
1807
$1.56M ﹤0.01%
39,452
-1,513
1808
$1.55M ﹤0.01%
147,176
-59,163
1809
$1.55M ﹤0.01%
5,752
+13
1810
$1.55M ﹤0.01%
23,925
+4,440
1811
$1.55M ﹤0.01%
118,113
+17,140
1812
$1.55M ﹤0.01%
72,475
1813
$1.54M ﹤0.01%
43,903
-286
1814
$1.54M ﹤0.01%
9,269
+212
1815
$1.54M ﹤0.01%
27,534
-15,770
1816
$1.54M ﹤0.01%
392
+10
1817
$1.54M ﹤0.01%
82,414
+16,374
1818
$1.54M ﹤0.01%
31,432
-2,929
1819
$1.54M ﹤0.01%
59,429
-107
1820
$1.54M ﹤0.01%
37,121
+324
1821
$1.54M ﹤0.01%
15,337
+9,654
1822
$1.53M ﹤0.01%
120,000
1823
$1.53M ﹤0.01%
49,966
+523
1824
$1.53M ﹤0.01%
25,404
+12,192
1825
$1.53M ﹤0.01%
45,780
+7,752
71 72
73
74 75