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
2326
$752K ﹤0.01%
28,209
-5,347
2327
$751K ﹤0.01%
49,761
+20,509
2328
$750K ﹤0.01%
14,826
+2,653
2329
$748K ﹤0.01%
10,097
-447
2330
$748K ﹤0.01%
15,004
-9,587
2331
$747K ﹤0.01%
126,563
-51,681
2332
$747K ﹤0.01%
286,259
-6,581
2333
$746K ﹤0.01%
6,265
+4,203
2334
$746K ﹤0.01%
18,513
+2,582
2335
$746K ﹤0.01%
45,782
-375
2336
$745K ﹤0.01%
99,561
+42,433
2337
$745K ﹤0.01%
18,867
+637
2338
$745K ﹤0.01%
38,365
+2,105
2339
$745K ﹤0.01%
9,430
+4,001
2340
$742K ﹤0.01%
30,050
+8,822
2341
$739K ﹤0.01%
14,606
-395
2342
$738K ﹤0.01%
87,765
+8,966
2343
$738K ﹤0.01%
73,913
-60,673
2344
$736K ﹤0.01%
12,670
-3,425
2345
$736K ﹤0.01%
21,053
-2,216
2346
$734K ﹤0.01%
33,988
-75
2347
$734K ﹤0.01%
85,414
+8,603
2348
$734K ﹤0.01%
173,946
-1,134
2349
$733K ﹤0.01%
5,988
-227
2350
$732K ﹤0.01%
8,330
+492
92 93
94
95 96