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
2201
$904K ﹤0.01%
3,896
-1,328
2202
$903K ﹤0.01%
79,197
+5,543
2203
$901K ﹤0.01%
8,835
+5
2204
$900K ﹤0.01%
10,591
-13,007
2205
$897K ﹤0.01%
27,672
-397
2206
$895K ﹤0.01%
7,117
-23
2207
$892K ﹤0.01%
37,100
+17,098
2208
$892K ﹤0.01%
34,392
+11,766
2209
$892K ﹤0.01%
64,070
+4,314
2210
$889K ﹤0.01%
28,760
+591
2211
$889K ﹤0.01%
60,483
-598
2212
$888K ﹤0.01%
20,079
-6,206
2213
$885K ﹤0.01%
4,401
-92
2214
$883K ﹤0.01%
54,826
+15,655
2215
$879K ﹤0.01%
14,515
+5,263
2216
$878K ﹤0.01%
15,639
+3,901
2217
$878K ﹤0.01%
46,569
-181
2218
$877K ﹤0.01%
28,028
2219
$877K ﹤0.01%
25,480
+629
2220
$875K ﹤0.01%
21,076
-1,550
2221
$875K ﹤0.01%
21,535
+2,952
2222
$874K ﹤0.01%
20,678
+3,750
2223
$874K ﹤0.01%
91,123
+66,019
2224
$873K ﹤0.01%
15,056
+103
2225
$873K ﹤0.01%
28,690
-2,033
87 88
89
90 91