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
2151
$976K ﹤0.01%
38,419
+1,717
2152
$976K ﹤0.01%
+94,850
2153
$975K ﹤0.01%
19,370
-2,139
2154
$974K ﹤0.01%
25,542
+563
2155
$970K ﹤0.01%
8,749
+36
2156
$970K ﹤0.01%
17,939
+4
2157
$968K ﹤0.01%
80,766
-49,451
2158
$968K ﹤0.01%
8,731
+1,432
2159
$967K ﹤0.01%
23,668
+12,110
2160
$966K ﹤0.01%
21,277
-250
2161
$966K ﹤0.01%
15,847
-1,991
2162
$965K ﹤0.01%
+13,520
2163
$963K ﹤0.01%
17,228
-197
2164
$959K ﹤0.01%
4,809
-53
2165
$958K ﹤0.01%
16,726
+823
2166
$955K ﹤0.01%
30,420
2167
$952K ﹤0.01%
17,982
-3,843
2168
$951K ﹤0.01%
24,453
-1,101
2169
$950K ﹤0.01%
13,116
-66,841
2170
$950K ﹤0.01%
58,728
-17,483
2171
$947K ﹤0.01%
71,974
+14,571
2172
$945K ﹤0.01%
61,231
-6,491
2173
$944K ﹤0.01%
42,174
+2,100
2174
$943K ﹤0.01%
+58,672
2175
$939K ﹤0.01%
48,184
+4,340
85 86
87
88 89