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
1876
$1.39M ﹤0.01%
70,038
+9,755
1877
$1.39M ﹤0.01%
148,316
-36,949
1878
$1.39M ﹤0.01%
74,613
+47,177
1879
$1.38M ﹤0.01%
289,619
+42,392
1880
$1.38M ﹤0.01%
30,652
-37,876
1881
$1.38M ﹤0.01%
38,008
+841
1882
$1.38M ﹤0.01%
41,407
+4,415
1883
$1.38M ﹤0.01%
16,068
+227
1884
$1.38M ﹤0.01%
60,618
+4,113
1885
$1.38M ﹤0.01%
264,425
+8
1886
$1.37M ﹤0.01%
32,465
+3,489
1887
$1.37M ﹤0.01%
+57,360
1888
$1.37M ﹤0.01%
39,608
-9,264
1889
$1.37M ﹤0.01%
54,128
-4,805
1890
$1.37M ﹤0.01%
90,796
+30,024
1891
$1.36M ﹤0.01%
7,135
+28
1892
$1.36M ﹤0.01%
38,408
+1,148
1893
$1.36M ﹤0.01%
+67,148
1894
$1.36M ﹤0.01%
65,430
+22,315
1895
$1.36M ﹤0.01%
18,579
+1,340
1896
$1.35M ﹤0.01%
7,820
+1,383
1897
$1.35M ﹤0.01%
15,038
+1,291
1898
$1.35M ﹤0.01%
58,262
-5,263
1899
$1.35M ﹤0.01%
4,553
+93
1900
$1.35M ﹤0.01%
22,842
74 75
76
77 78