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
2301
$781K ﹤0.01%
42,853
+1,054
2302
$780K ﹤0.01%
55,984
-40,490
2303
$779K ﹤0.01%
48,141
-491
2304
$778K ﹤0.01%
+24,598
2305
$775K ﹤0.01%
25,540
+6,820
2306
$775K ﹤0.01%
18,832
-68
2307
$773K ﹤0.01%
16,757
-7,006
2308
$772K ﹤0.01%
13,723
+155
2309
$771K ﹤0.01%
21,560
+609
2310
$770K ﹤0.01%
45,217
-8,885
2311
$768K ﹤0.01%
8,424
-437
2312
$767K ﹤0.01%
79,272
+149
2313
$767K ﹤0.01%
48,974
-285
2314
$767K ﹤0.01%
119,305
+34,000
2315
$765K ﹤0.01%
10,640
-149
2316
$765K ﹤0.01%
43,589
-181,252
2317
$764K ﹤0.01%
8,354
+251
2318
$763K ﹤0.01%
61,824
-2,367
2319
$763K ﹤0.01%
10,575
-811
2320
$761K ﹤0.01%
13,533
-4,113
2321
$760K ﹤0.01%
22,189
-1,925
2322
$756K ﹤0.01%
16,419
+7,803
2323
$755K ﹤0.01%
25,879
+2,794
2324
$754K ﹤0.01%
66,656
+770
2325
$754K ﹤0.01%
+15,999
91 92
93
94 95