Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$91.2M
2
+$90.3M
3
+$61.5M
4
MSFT icon
Microsoft
MSFT
+$54.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$49.8M

Top Sells

1
+$239M
2
+$109M
3
+$74.8M
4
DLR icon
Digital Realty Trust
DLR
+$53.5M
5
MBB icon
iShares MBS ETF
MBB
+$46.6M

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
2076
$1.06M ﹤0.01%
14,399
+4,358
2077
$1.06M ﹤0.01%
43,432
-4,550
2078
$1.06M ﹤0.01%
13,702
-234
2079
$1.06M ﹤0.01%
10,986
-110
2080
$1.06M ﹤0.01%
32,432
-7,767
2081
$1.06M ﹤0.01%
47,351
+8,156
2082
$1.06M ﹤0.01%
50,854
2083
$1.05M ﹤0.01%
9,267
-21
2084
$1.05M ﹤0.01%
29,436
-707
2085
$1.05M ﹤0.01%
23,015
-1,402
2086
$1.05M ﹤0.01%
20,561
-10,549
2087
$1.05M ﹤0.01%
+110,611
2088
$1.05M ﹤0.01%
60,758
-6,798
2089
$1.05M ﹤0.01%
5,676
-3,888
2090
$1.05M ﹤0.01%
188,220
-171,611
2091
$1.05M ﹤0.01%
9,463
-296
2092
$1.05M ﹤0.01%
146,740
-1,354
2093
$1.04M ﹤0.01%
50,000
2094
$1.04M ﹤0.01%
14,715
+3,672
2095
$1.04M ﹤0.01%
32,352
+595
2096
$1.04M ﹤0.01%
26,776
-4,750
2097
$1.04M ﹤0.01%
23,352
-1,180
2098
$1.04M ﹤0.01%
56,770
-75,980
2099
$1.04M ﹤0.01%
38,541
+15,254
2100
$1.03M ﹤0.01%
41,172
+944
82 83
84
85 86