Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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 9.33%
4 Industrials 8.68%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.47B 3.27%
7,345,889
+167,569
2
$2.45B 3.24%
13,817,446
+385
3
$1.26B 1.66%
7,529,680
+225,340
4
$1.13B 1.5%
2,387,110
+84,301
5
$992M 1.31%
2,390,140
+56,775
6
$985M 1.3%
1,961,308
+59,576
7
$913M 1.21%
6,300,580
+176,320
8
$808M 1.07%
1,422,695
+14,644
9
$779M 1.03%
3,595,779
+151,975
10
$716M 0.95%
4,522,584
+279,526
11
$706M 0.93%
23,998,830
-372,050
12
$697M 0.92%
11,809,273
+77,378
13
$663M 0.88%
8,888,693
+476,597
14
$655M 0.87%
3,771,017
+117,108
15
$652M 0.86%
1,572,120
+6,436
16
$609M 0.81%
3,559,743
+111,795
17
$608M 0.8%
1,393,094
+61,619
18
$606M 0.8%
5,312,393
+797,370
19
$598M 0.79%
3,655,538
+134,148
20
$547M 0.72%
1,626,842
+49,910
21
$546M 0.72%
8,615,316
+233,388
22
$543M 0.72%
7,085,463
+52,891
23
$525M 0.69%
1,515,036
+37,021
24
$510M 0.67%
3,525,980
-6,040
25
$505M 0.67%
2,005,824
+53,348
1
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