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
201
$74.2M 0.1%
324,974
-59,983
202
$72.9M 0.1%
2,317,976
+284,464
203
$71.9M 0.1%
436,023
+26,637
204
$71.5M 0.09%
816,476
+52,257
205
$70.8M 0.09%
853,373
+28,304
206
$70.7M 0.09%
517,899
+47,376
207
$70.4M 0.09%
1,309,388
-24,802
208
$69.7M 0.09%
432,212
+16,943
209
$68.6M 0.09%
334,812
-6,798
210
$68.4M 0.09%
943,936
-1,496
211
$68.2M 0.09%
2,129,948
-116,578
212
$67.8M 0.09%
1,308,370
+526,376
213
$67.6M 0.09%
2,596,667
-40,229
214
$67.4M 0.09%
421,673
+8,593
215
$67.3M 0.09%
3,063,530
+183,516
216
$67.2M 0.09%
1,014,142
+82,438
217
$66.9M 0.09%
310,619
+29,164
218
$66.6M 0.09%
325,530
+43,200
219
$66.2M 0.09%
1,286,200
+6,327
220
$66.2M 0.09%
208,103
+9,358
221
$66.1M 0.09%
489,692
+17,044
222
$65.6M 0.09%
956,624
+9,547
223
$64.3M 0.09%
363,501
-334,170
224
$64.2M 0.08%
1,231,599
+63,952
225
$63.9M 0.08%
318,638
+6,742
7 8
9
10 11