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
2351
$732K ﹤0.01%
34,514
-33
2352
$730K ﹤0.01%
2,085
-22
2353
$730K ﹤0.01%
14,427
+565
2354
$729K ﹤0.01%
16,519
-292
2355
$728K ﹤0.01%
57,694
+6,231
2356
$726K ﹤0.01%
12,966
-238
2357
$726K ﹤0.01%
+350
2358
$725K ﹤0.01%
43,707
+2,137
2359
$725K ﹤0.01%
8,085
-670
2360
$724K ﹤0.01%
+13,482
2361
$723K ﹤0.01%
25,142
+66
2362
$722K ﹤0.01%
76,075
+2,554
2363
$722K ﹤0.01%
1,646
-791
2364
$720K ﹤0.01%
19,687
+6,766
2365
$720K ﹤0.01%
8,454
-692
2366
$719K ﹤0.01%
11,997
-134
2367
$719K ﹤0.01%
+24,983
2368
$718K ﹤0.01%
13,204
-573
2369
$718K ﹤0.01%
9,585
+293
2370
$717K ﹤0.01%
15,146
+2,737
2371
$717K ﹤0.01%
53,981
-15,322
2372
$715K ﹤0.01%
11,482
+544
2373
$715K ﹤0.01%
24,416
+2,517
2374
$714K ﹤0.01%
+8,270
2375
$714K ﹤0.01%
20,826
-10,446
93 94
95
96 97