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
1926
$1.31M ﹤0.01%
64,566
+2,145
1927
$1.3M ﹤0.01%
7,540
+855
1928
$1.3M ﹤0.01%
17,962
-100
1929
$1.3M ﹤0.01%
28,469
-1,779
1930
$1.3M ﹤0.01%
15,449
+736
1931
$1.29M ﹤0.01%
49,499
+23,387
1932
$1.29M ﹤0.01%
37,178
-345
1933
$1.29M ﹤0.01%
22,126
+4,070
1934
$1.29M ﹤0.01%
27,784
+724
1935
$1.28M ﹤0.01%
6,788
-12,914
1936
$1.28M ﹤0.01%
48,972
+524
1937
$1.28M ﹤0.01%
52,546
+8,809
1938
$1.28M ﹤0.01%
29,310
-17,256
1939
$1.28M ﹤0.01%
16,400
-1,492
1940
$1.28M ﹤0.01%
14,055
-429
1941
$1.27M ﹤0.01%
28,668
-5,366
1942
$1.27M ﹤0.01%
26,329
-378
1943
$1.27M ﹤0.01%
+106,500
1944
$1.27M ﹤0.01%
115,259
+15,265
1945
$1.26M ﹤0.01%
26,062
+2,202
1946
$1.26M ﹤0.01%
4,742
-7,849
1947
$1.26M ﹤0.01%
11,757
+8
1948
$1.25M ﹤0.01%
50,200
-3,835
1949
$1.25M ﹤0.01%
8,844
+1,079
1950
$1.25M ﹤0.01%
5,799
-581
76 77
78
79 80