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
2176
$938K ﹤0.01%
24,240
+8,647
2177
$937K ﹤0.01%
11,148
+1,773
2178
$936K ﹤0.01%
+44,558
2179
$936K ﹤0.01%
40,821
-490
2180
$932K ﹤0.01%
21,894
-2,487
2181
$931K ﹤0.01%
90,127
+1,000
2182
$929K ﹤0.01%
29,606
-3,622
2183
$928K ﹤0.01%
13,018
-85
2184
$927K ﹤0.01%
9,032
+65
2185
$927K ﹤0.01%
23,742
-3,460
2186
$924K ﹤0.01%
38,515
+4,422
2187
$923K ﹤0.01%
43,325
+1,537
2188
$919K ﹤0.01%
30,954
+9,677
2189
$918K ﹤0.01%
9,129
+1,539
2190
$915K ﹤0.01%
+21,985
2191
$913K ﹤0.01%
8,316
-498
2192
$913K ﹤0.01%
14,546
+1,445
2193
$913K ﹤0.01%
22,527
-2,613
2194
$913K ﹤0.01%
130,110
+27,984
2195
$910K ﹤0.01%
23,510
-51
2196
$909K ﹤0.01%
56,167
+8,955
2197
$909K ﹤0.01%
19,561
-3,609
2198
$907K ﹤0.01%
78,487
+21,912
2199
$907K ﹤0.01%
48,108
+13,188
2200
$906K ﹤0.01%
35,336
-374
86 87
88
89 90