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
1901
$1.34M ﹤0.01%
42,247
-4,592
1902
$1.34M ﹤0.01%
31,162
+1,969
1903
$1.34M ﹤0.01%
168,641
+25,628
1904
$1.34M ﹤0.01%
53,000
-220
1905
$1.34M ﹤0.01%
30,538
-16,510
1906
$1.34M ﹤0.01%
11,324
+2,694
1907
$1.33M ﹤0.01%
65,253
-62,514
1908
$1.33M ﹤0.01%
48,937
-9,628
1909
$1.33M ﹤0.01%
12,019
-4,389
1910
$1.33M ﹤0.01%
30,585
+1,320
1911
$1.32M ﹤0.01%
34,782
+12,318
1912
$1.32M ﹤0.01%
48,466
+7,594
1913
$1.32M ﹤0.01%
33,306
-6,239
1914
$1.32M ﹤0.01%
+38,720
1915
$1.32M ﹤0.01%
228,385
-14,470
1916
$1.32M ﹤0.01%
3,843
-38
1917
$1.31M ﹤0.01%
27,123
+1,628
1918
$1.31M ﹤0.01%
74,638
-11,535
1919
$1.31M ﹤0.01%
82,337
+5,342
1920
$1.31M ﹤0.01%
48,194
+5,457
1921
$1.31M ﹤0.01%
45,413
+6,073
1922
$1.31M ﹤0.01%
32,048
+7,288
1923
$1.31M ﹤0.01%
14,168
+2,301
1924
$1.31M ﹤0.01%
+67,935
1925
$1.31M ﹤0.01%
3,710
-976
75 76
77
78 79