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
2526
$448K ﹤0.01%
3,430
+97
2527
$447K ﹤0.01%
14,884
2528
$446K ﹤0.01%
20,813
+2,832
2529
$446K ﹤0.01%
28,045
-2,431
2530
$446K ﹤0.01%
+7,151
2531
$445K ﹤0.01%
11,956
+1,970
2532
$445K ﹤0.01%
39,876
-842
2533
$444K ﹤0.01%
21,785
-105,344
2534
$444K ﹤0.01%
+19,669
2535
$444K ﹤0.01%
12,564
-5,636
2536
$443K ﹤0.01%
12,300
+1,000
2537
$442K ﹤0.01%
16,062
-32,459
2538
$441K ﹤0.01%
5,356
+1,990
2539
$441K ﹤0.01%
21,204
-459
2540
$440K ﹤0.01%
+33,542
2541
$439K ﹤0.01%
42,495
+595
2542
$438K ﹤0.01%
16,614
+1,013
2543
$438K ﹤0.01%
60,000
2544
$436K ﹤0.01%
35,650
-8,591
2545
$436K ﹤0.01%
20,674
+7,109
2546
$436K ﹤0.01%
11,045
+1,720
2547
$435K ﹤0.01%
24,743
-220,747
2548
$435K ﹤0.01%
29,472
+2,128
2549
$435K ﹤0.01%
+4,735
2550
$433K ﹤0.01%
24,838
-4,894
100 101
102
103 104