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
2001
$1.18M ﹤0.01%
+45,865
2002
$1.18M ﹤0.01%
+42,520
2003
$1.17M ﹤0.01%
+44,739
2004
$1.17M ﹤0.01%
15,903
+7,053
2005
$1.17M ﹤0.01%
42,068
+1,727
2006
$1.17M ﹤0.01%
29,055
+9,307
2007
$1.17M ﹤0.01%
44,290
+18,580
2008
$1.17M ﹤0.01%
29,147
+12,337
2009
$1.16M ﹤0.01%
18,091
-154
2010
$1.16M ﹤0.01%
43,873
+8,334
2011
$1.16M ﹤0.01%
40,737
+6,452
2012
$1.16M ﹤0.01%
44,035
-556
2013
$1.16M ﹤0.01%
14,159
+4,141
2014
$1.16M ﹤0.01%
4,635
-3
2015
$1.16M ﹤0.01%
32,792
+5,119
2016
$1.16M ﹤0.01%
40,131
2017
$1.16M ﹤0.01%
10,555
+1,107
2018
$1.16M ﹤0.01%
38,765
-15,302
2019
$1.16M ﹤0.01%
16,481
-468
2020
$1.15M ﹤0.01%
24,160
+405
2021
$1.15M ﹤0.01%
135,407
-1,978
2022
$1.15M ﹤0.01%
60,987
+3,808
2023
$1.15M ﹤0.01%
9,307
+1,345
2024
$1.15M ﹤0.01%
74,686
+12,047
2025
$1.15M ﹤0.01%
98,514
+2,922
79 80
81
82 83