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
2476
$490K ﹤0.01%
18,878
-11,630
2477
$488K ﹤0.01%
14,613
+1,556
2478
$486K ﹤0.01%
79,080
-2,580
2479
$485K ﹤0.01%
2,667
+479
2480
$484K ﹤0.01%
19,112
-450
2481
$481K ﹤0.01%
82,569
-884
2482
$480K ﹤0.01%
13,315
-19,212
2483
$480K ﹤0.01%
16,029
-511,499
2484
$479K ﹤0.01%
11,096
2485
$479K ﹤0.01%
48,249
-2,697
2486
$479K ﹤0.01%
26,711
-1,114
2487
$478K ﹤0.01%
9,187
-177
2488
$478K ﹤0.01%
1,825
-330
2489
$477K ﹤0.01%
3,929
-341
2490
$474K ﹤0.01%
59,206
+17,461
2491
$474K ﹤0.01%
13,758
+1,100
2492
$472K ﹤0.01%
25,851
-34
2493
$472K ﹤0.01%
23,708
-132
2494
$471K ﹤0.01%
40,181
+11,156
2495
$470K ﹤0.01%
11,238
-441
2496
$470K ﹤0.01%
12,303
-251,316
2497
$469K ﹤0.01%
19,865
-2,175
2498
$469K ﹤0.01%
2,572
-80
2499
$468K ﹤0.01%
3,441
+508
2500
$468K ﹤0.01%
46,925
+13,477
98 99
100
101 102