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
1851
$1.45M ﹤0.01%
7,030
+10
1852
$1.45M ﹤0.01%
55,817
+42,465
1853
$1.45M ﹤0.01%
41,385
+2,256
1854
$1.45M ﹤0.01%
45,449
-299
1855
$1.44M ﹤0.01%
21,702
-3,058
1856
$1.44M ﹤0.01%
43,775
+32,131
1857
$1.44M ﹤0.01%
58,564
+1,375
1858
$1.43M ﹤0.01%
5,855
+410
1859
$1.43M ﹤0.01%
67,380
+8,380
1860
$1.42M ﹤0.01%
57,956
+2,369
1861
$1.42M ﹤0.01%
4,857
-663
1862
$1.42M ﹤0.01%
62,068
-2,950
1863
$1.42M ﹤0.01%
13,675
+1,567
1864
$1.42M ﹤0.01%
40,311
+1,345
1865
$1.41M ﹤0.01%
73,449
+661
1866
$1.41M ﹤0.01%
34,474
+3,147
1867
$1.41M ﹤0.01%
+10,023
1868
$1.41M ﹤0.01%
19,727
-9,451
1869
$1.4M ﹤0.01%
26,859
-264
1870
$1.4M ﹤0.01%
12,806
+192
1871
$1.4M ﹤0.01%
12,973
+716
1872
$1.39M ﹤0.01%
+104,810
1873
$1.39M ﹤0.01%
75,962
+12,010
1874
$1.39M ﹤0.01%
41,639
-268
1875
$1.39M ﹤0.01%
27,539
-1,926
73 74
75
76 77