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
2051
$1.1M ﹤0.01%
14,598
+5,778
2052
$1.1M ﹤0.01%
3,777
-217
2053
$1.1M ﹤0.01%
38,155
+1,259
2054
$1.1M ﹤0.01%
16,331
+1,789
2055
$1.1M ﹤0.01%
12,286
-3,209
2056
$1.09M ﹤0.01%
85,510
+10,411
2057
$1.09M ﹤0.01%
30,843
-6,348
2058
$1.09M ﹤0.01%
53,780
+2,455
2059
$1.09M ﹤0.01%
+16,840
2060
$1.09M ﹤0.01%
37,722
-3,018
2061
$1.09M ﹤0.01%
58,632
-2,157
2062
$1.09M ﹤0.01%
59,208
2063
$1.09M ﹤0.01%
8,499
-763
2064
$1.09M ﹤0.01%
31,670
-715
2065
$1.09M ﹤0.01%
71,123
-11,731
2066
$1.08M ﹤0.01%
23,034
-85
2067
$1.08M ﹤0.01%
121,880
+1,051
2068
$1.08M ﹤0.01%
48,119
+5,244
2069
$1.08M ﹤0.01%
84,330
+4,781
2070
$1.07M ﹤0.01%
37,254
+256
2071
$1.07M ﹤0.01%
17,966
+1,917
2072
$1.07M ﹤0.01%
13,145
+5,571
2073
$1.07M ﹤0.01%
42,922
-8,656
2074
$1.07M ﹤0.01%
16,183
-5,442
2075
$1.07M ﹤0.01%
25,134
-827
81 82
83
84 85