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
176
$91.5M 0.12%
1,906,240
-4,957
177
$90.1M 0.12%
409,414
+8,387
178
$89.6M 0.12%
1,246,480
+2,165
179
$89M 0.12%
344,125
+84,826
180
$88.7M 0.12%
1,180,675
-8,852
181
$88.4M 0.12%
1,810,369
+71,974
182
$88M 0.12%
2,253,644
+113,688
183
$87.7M 0.12%
445,871
+27,712
184
$87.3M 0.12%
310,362
+8,003
185
$87.2M 0.12%
254,306
+10,421
186
$87.1M 0.12%
2,675,804
+99,839
187
$87.1M 0.12%
3,101,568
+144,538
188
$86.4M 0.11%
102,089
+3,259
189
$84.4M 0.11%
916,981
+21,812
190
$83.5M 0.11%
985,408
+1,308
191
$81.6M 0.11%
176,046
+116
192
$80.6M 0.11%
1,290,474
+12,540
193
$80.1M 0.11%
1,704,417
-107,671
194
$79.9M 0.11%
284,943
+2,027
195
$79.3M 0.1%
562,884
+35,360
196
$77.6M 0.1%
719,397
+104,648
197
$76.9M 0.1%
909,374
+81,279
198
$76M 0.1%
127,763
+2,694
199
$74.7M 0.1%
644,299
-11,736
200
$74.7M 0.1%
456,716
-17,479
6 7
8
9 10