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
1951
$1.25M ﹤0.01%
43,490
+3,524
1952
$1.25M ﹤0.01%
47,133
-1,192
1953
$1.25M ﹤0.01%
11,965
+613
1954
$1.25M ﹤0.01%
73,622
-8,614
1955
$1.24M ﹤0.01%
22,522
+2,578
1956
$1.24M ﹤0.01%
47,497
-33,063
1957
$1.23M ﹤0.01%
20,220
+1,526
1958
$1.23M ﹤0.01%
31,175
+1,375
1959
$1.23M ﹤0.01%
21,101
+1
1960
$1.22M ﹤0.01%
11,832
+200
1961
$1.22M ﹤0.01%
40,021
-483
1962
$1.22M ﹤0.01%
14,149
-800
1963
$1.22M ﹤0.01%
17,126
-5,542
1964
$1.22M ﹤0.01%
11,042
+1,839
1965
$1.22M ﹤0.01%
6,799
-637
1966
$1.22M ﹤0.01%
15,044
-744
1967
$1.22M ﹤0.01%
63,379
-8,650
1968
$1.22M ﹤0.01%
19,406
-1,025
1969
$1.22M ﹤0.01%
24,336
+74
1970
$1.22M ﹤0.01%
19,971
+783
1971
$1.22M ﹤0.01%
211,221
+20,244
1972
$1.21M ﹤0.01%
7,016
-165
1973
$1.21M ﹤0.01%
57,906
+3,426
1974
$1.21M ﹤0.01%
25,451
+2,132
1975
$1.21M ﹤0.01%
8,322
+10
77 78
79
80 81