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
1826
$1.52M ﹤0.01%
15,812
+4,967
1827
$1.52M ﹤0.01%
70,915
+22,002
1828
$1.52M ﹤0.01%
16,172
-6,853
1829
$1.52M ﹤0.01%
30,116
-846
1830
$1.51M ﹤0.01%
110,249
+3,087
1831
$1.51M ﹤0.01%
+81,151
1832
$1.51M ﹤0.01%
+98,418
1833
$1.51M ﹤0.01%
22,708
-145
1834
$1.5M ﹤0.01%
23,921
+4,221
1835
$1.5M ﹤0.01%
91,623
-1,002
1836
$1.5M ﹤0.01%
44,777
-391
1837
$1.49M ﹤0.01%
186,335
-1,400
1838
$1.49M ﹤0.01%
193,986
+1,374
1839
$1.49M ﹤0.01%
7,989
+397
1840
$1.49M ﹤0.01%
20,110
-1,374
1841
$1.49M ﹤0.01%
16,885
+1,384
1842
$1.48M ﹤0.01%
151,274
-2,078
1843
$1.48M ﹤0.01%
240,753
-138,056
1844
$1.47M ﹤0.01%
61,186
-7,389
1845
$1.47M ﹤0.01%
26,796
-15,345
1846
$1.47M ﹤0.01%
72,566
-17,447
1847
$1.47M ﹤0.01%
+42,212
1848
$1.46M ﹤0.01%
19,907
-14,334
1849
$1.45M ﹤0.01%
20,887
-605
1850
$1.45M ﹤0.01%
22,707
+5,989
72 73
74
75 76