Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
+$91.2M
2
+$90.3M
3
+$61.5M
4
MSFT icon
Microsoft
MSFT
+$54.3M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$49.8M

Top Sells

1
+$239M
2
+$109M
3
+$74.8M
4
DLR icon
Digital Realty Trust
DLR
+$53.5M
5
MBB icon
iShares MBS ETF
MBB
+$46.6M

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
2376
$714K ﹤0.01%
26,000
2377
$712K ﹤0.01%
16,973
-28,974
2378
$710K ﹤0.01%
22,549
+7,969
2379
$710K ﹤0.01%
45,372
+18,800
2380
$710K ﹤0.01%
76,447
-1,667
2381
$706K ﹤0.01%
103,606
-12,098
2382
$705K ﹤0.01%
+13,071
2383
$704K ﹤0.01%
29,713
+27,882
2384
$703K ﹤0.01%
23,273
+1,224
2385
$703K ﹤0.01%
9,893
+42
2386
$701K ﹤0.01%
33,573
-104
2387
$700K ﹤0.01%
16,467
+1,360
2388
$699K ﹤0.01%
18,733
-378
2389
$698K ﹤0.01%
11,365
-553
2390
$698K ﹤0.01%
12,266
-7,627
2391
$698K ﹤0.01%
7,316
-331
2392
$698K ﹤0.01%
5,818
-3,802
2393
$695K ﹤0.01%
27,629
+601
2394
$692K ﹤0.01%
90,000
2395
$692K ﹤0.01%
7,583
-3,793
2396
$692K ﹤0.01%
42,972
+17,148
2397
$691K ﹤0.01%
3,971
-197
2398
$691K ﹤0.01%
6,789
-1,557
2399
$690K ﹤0.01%
+10,504
2400
$689K ﹤0.01%
30,608
+475
94 95
96
97 98