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
$63.9B
AUM Growth
-$9.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,530
New
Increased
Reduced
Closed

Top Buys

1
+$248M
2
+$101M
3
+$95.4M
4
DUK icon
Duke Energy
DUK
+$69.2M
5
WMT icon
Walmart
WMT
+$51.7M

Top Sells

1
+$131M
2
+$91M
3
+$83M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$79.6M
5
DIS icon
Walt Disney
DIS
+$65.2M

Sector Composition

1 Technology 15.45%
2 Healthcare 13%
3 Industrials 9.26%
4 Financials 8.84%
5 Consumer Staples 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$57.5M 0.09%
762,538
-32,027
227
$57.1M 0.09%
3,263,020
-955,760
228
$56.8M 0.09%
1,525,339
+36,512
229
$56.8M 0.09%
139
+3
230
$56.1M 0.09%
2,097,438
+137,528
231
$55.8M 0.09%
1,113,996
+262,236
232
$55.7M 0.09%
444,057
+21,846
233
$54.3M 0.09%
774,527
+247,789
234
$54.1M 0.08%
719,496
+17,015
235
$53.3M 0.08%
1,513,919
+940,223
236
$53.1M 0.08%
1,400,680
+44,528
237
$52.9M 0.08%
226,935
-6,500
238
$52.4M 0.08%
1,085,846
-82,427
239
$52M 0.08%
568,890
+82,934
240
$51.8M 0.08%
210,602
-1,788
241
$51.2M 0.08%
2,052,762
-41,808
242
$51.2M 0.08%
+1,156,093
243
$51.1M 0.08%
784,048
+675,401
244
$50.9M 0.08%
370,461
+42,736
245
$50.9M 0.08%
450,015
+4,794
246
$50.4M 0.08%
375,161
-20,974
247
$49.7M 0.08%
1,503,289
+18,202
248
$49.4M 0.08%
514,603
+6,937
249
$49.3M 0.08%
182,930
-2,061
250
$49.1M 0.08%
+786,441
8 9
10
11 12