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
2501
$467K ﹤0.01%
21,136
-51
2502
$466K ﹤0.01%
10,195
-92
2503
$466K ﹤0.01%
20,575
+100
2504
$466K ﹤0.01%
7,685
-561
2505
$465K ﹤0.01%
251,266
+143,102
2506
$460K ﹤0.01%
7,129
-1,319
2507
$459K ﹤0.01%
30,625
+1,890
2508
$458K ﹤0.01%
7,025
-2,071
2509
$458K ﹤0.01%
24,205
-12,270
2510
$457K ﹤0.01%
27,302
+2,263
2511
$455K ﹤0.01%
14,365
+103
2512
$455K ﹤0.01%
14,810
+5
2513
$455K ﹤0.01%
18,137
-4,956
2514
$454K ﹤0.01%
10,940
-39,658
2515
$454K ﹤0.01%
36,804
+3,844
2516
$453K ﹤0.01%
8,581
+4,471
2517
$452K ﹤0.01%
41,551
-3,772
2518
$452K ﹤0.01%
9,845
-16,687
2519
$451K ﹤0.01%
14,952
-367
2520
$450K ﹤0.01%
17,580
+80
2521
$450K ﹤0.01%
32,832
+6,161
2522
$449K ﹤0.01%
25,248
+2,643
2523
$449K ﹤0.01%
33,047
+6,000
2524
$449K ﹤0.01%
19,782
-21,878
2525
$448K ﹤0.01%
11,625
+2,815
99 100
101
102 103