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
2226
$872K ﹤0.01%
9,172
+173
2227
$870K ﹤0.01%
8,479
+82
2228
$868K ﹤0.01%
33,689
+2,854
2229
$866K ﹤0.01%
11,757
+394
2230
$866K ﹤0.01%
+46,450
2231
$862K ﹤0.01%
59,658
+9,276
2232
$862K ﹤0.01%
+23,307
2233
$861K ﹤0.01%
16,562
2234
$861K ﹤0.01%
37,315
-5,181
2235
$861K ﹤0.01%
15,408
+6,019
2236
$854K ﹤0.01%
33,654
+269
2237
$854K ﹤0.01%
6,872
+153
2238
$853K ﹤0.01%
57,999
+354
2239
$851K ﹤0.01%
48,198
+4,921
2240
$849K ﹤0.01%
9,301
+984
2241
$848K ﹤0.01%
+30,180
2242
$846K ﹤0.01%
3,099
-1,565
2243
$840K ﹤0.01%
28,618
-2,131
2244
$840K ﹤0.01%
3,641
+517
2245
$840K ﹤0.01%
25,023
+3,287
2246
$839K ﹤0.01%
71,668
-35,293
2247
$839K ﹤0.01%
83,732
+10,131
2248
$837K ﹤0.01%
34,949
+3,896
2249
$836K ﹤0.01%
9,623
-165
2250
$836K ﹤0.01%
17,113
-1,109
88 89
90
91 92