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
2276
$812K ﹤0.01%
8,697
+1,341
2277
$811K ﹤0.01%
3,011
+38
2278
$810K ﹤0.01%
19,830
+2,991
2279
$809K ﹤0.01%
66,396
+6,248
2280
$809K ﹤0.01%
33,947
+14,861
2281
$808K ﹤0.01%
16,563
-15
2282
$806K ﹤0.01%
17,299
-3,129
2283
$804K ﹤0.01%
12,174
+2,103
2284
$803K ﹤0.01%
25,387
-752
2285
$801K ﹤0.01%
7,628
+1,866
2286
$800K ﹤0.01%
16,960
-1,098
2287
$799K ﹤0.01%
18,964
-1,257
2288
$798K ﹤0.01%
76,970
+6,846
2289
$798K ﹤0.01%
12,347
-29,133
2290
$796K ﹤0.01%
30,126
-1,253
2291
$796K ﹤0.01%
44,757
+2,486
2292
$794K ﹤0.01%
+29,424
2293
$792K ﹤0.01%
8,811
-1,214
2294
$791K ﹤0.01%
106,422
+18,500
2295
$790K ﹤0.01%
19,518
-750
2296
$790K ﹤0.01%
70,370
-1,600
2297
$789K ﹤0.01%
41,400
-8,191
2298
$789K ﹤0.01%
14,204
-21,783
2299
$784K ﹤0.01%
+112,779
2300
$781K ﹤0.01%
64,364
+6,715
90 91
92
93 94