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
2426
$660K ﹤0.01%
37,726
+10,307
2427
$658K ﹤0.01%
37,955
-9,542
2428
$658K ﹤0.01%
+13,168
2429
$657K ﹤0.01%
+44,552
2430
$657K ﹤0.01%
+132,973
2431
$655K ﹤0.01%
40,050
+2,100
2432
$654K ﹤0.01%
23,373
+1,033
2433
$652K ﹤0.01%
33,323
+1,303
2434
$652K ﹤0.01%
11,018
-151
2435
$651K ﹤0.01%
55,508
-3,816
2436
$650K ﹤0.01%
13,823
+525
2437
$649K ﹤0.01%
8,861
-1,481
2438
$648K ﹤0.01%
22,775
-917
2439
$648K ﹤0.01%
19,085
+1,160
2440
$645K ﹤0.01%
12,354
+1,750
2441
$644K ﹤0.01%
4,609
+2
2442
$644K ﹤0.01%
18,874
-872
2443
$644K ﹤0.01%
19,112
-41,494
2444
$643K ﹤0.01%
27,530
-2,126
2445
$640K ﹤0.01%
24,060
-10,564
2446
$640K ﹤0.01%
15,803
-19
2447
$640K ﹤0.01%
8,652
+181
2448
$639K ﹤0.01%
18,576
-3,238
2449
$635K ﹤0.01%
29,786
+16,494
2450
$634K ﹤0.01%
6,745
+705
96 97
98
99 100