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
2451
$633K ﹤0.01%
14,017
-4,352
2452
$632K ﹤0.01%
8,963
-5,565
2453
$630K ﹤0.01%
10,510
-100
2454
$630K ﹤0.01%
17,490
-1,564
2455
$629K ﹤0.01%
13,837
+243
2456
$629K ﹤0.01%
7,954
+191
2457
$629K ﹤0.01%
2,729
+282
2458
$628K ﹤0.01%
+11,202
2459
$628K ﹤0.01%
6,172
-221
2460
$628K ﹤0.01%
13,957
-2,066
2461
$627K ﹤0.01%
29,708
-29
2462
$625K ﹤0.01%
34,870
-3,781
2463
$625K ﹤0.01%
36,598
+24,835
2464
$625K ﹤0.01%
51,468
+1,108
2465
$624K ﹤0.01%
+20,411
2466
$623K ﹤0.01%
7,092
+1,150
2467
$623K ﹤0.01%
7,702
+883
2468
$620K ﹤0.01%
4,162
+1,994
2469
$620K ﹤0.01%
+6,783
2470
$617K ﹤0.01%
13,698
-327
2471
$617K ﹤0.01%
84,645
+870
2472
$616K ﹤0.01%
34,291
+2,865
2473
$615K ﹤0.01%
23,194
-14,347
2474
$614K ﹤0.01%
12,168
-946
2475
$613K ﹤0.01%
55,656
-55,329
97 98
99
100 101