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
2126
$1.01M ﹤0.01%
56,926
+1,070
2127
$1M ﹤0.01%
18,605
+206
2128
$1M ﹤0.01%
44,175
+807
2129
$1M ﹤0.01%
13,867
-88
2130
$1M ﹤0.01%
54,306
-724
2131
$1M ﹤0.01%
10,687
+1,802
2132
$1M ﹤0.01%
5,467
-3,310
2133
$997K ﹤0.01%
3,040
-1,019
2134
$996K ﹤0.01%
66,724
+1,327
2135
$994K ﹤0.01%
58,168
+46,710
2136
$992K ﹤0.01%
13,187
+2,637
2137
$992K ﹤0.01%
33,770
+704
2138
$992K ﹤0.01%
28,545
-2,602
2139
$988K ﹤0.01%
52,660
+8,751
2140
$987K ﹤0.01%
6,284
+1,550
2141
$987K ﹤0.01%
50,150
-6,736
2142
$987K ﹤0.01%
48,380
-14,850
2143
$985K ﹤0.01%
12,730
+115
2144
$983K ﹤0.01%
22,234
+2,161
2145
$982K ﹤0.01%
6,300
+327
2146
$981K ﹤0.01%
+28,166
2147
$980K ﹤0.01%
46,411
+18,773
2148
$980K ﹤0.01%
6,478
+5,541
2149
$979K ﹤0.01%
16,370
-21,437
2150
$977K ﹤0.01%
32,192
-3,576
84 85
86
87 88