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
1976
$1.21M ﹤0.01%
18,725
+12,251
1977
$1.21M ﹤0.01%
33,603
+4,437
1978
$1.21M ﹤0.01%
53,055
+4,362
1979
$1.2M ﹤0.01%
98,409
-1,400
1980
$1.2M ﹤0.01%
+33,224
1981
$1.2M ﹤0.01%
79,461
+702
1982
$1.2M ﹤0.01%
53,863
+282
1983
$1.2M ﹤0.01%
54,028
+6,032
1984
$1.2M ﹤0.01%
39,606
+2,126
1985
$1.19M ﹤0.01%
32,637
+19,640
1986
$1.19M ﹤0.01%
15,092
-564
1987
$1.19M ﹤0.01%
12,508
-505
1988
$1.19M ﹤0.01%
48,383
+20,726
1989
$1.19M ﹤0.01%
+241,289
1990
$1.19M ﹤0.01%
265,957
+238,299
1991
$1.19M ﹤0.01%
48,985
1992
$1.19M ﹤0.01%
6,334
-7,731
1993
$1.19M ﹤0.01%
54,764
+2,647
1994
$1.19M ﹤0.01%
86,952
+10,212
1995
$1.18M ﹤0.01%
54,126
+9,731
1996
$1.18M ﹤0.01%
15,447
+1,662
1997
$1.18M ﹤0.01%
54,054
+7,746
1998
$1.18M ﹤0.01%
1,704
+775
1999
$1.18M ﹤0.01%
22,763
+2,749
2000
$1.18M ﹤0.01%
23,512
+272
78 79
80
81 82