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
2551
$432K ﹤0.01%
13,336
+3,351
2552
$432K ﹤0.01%
97,754
+7,185
2553
$432K ﹤0.01%
20,597
-49,507
2554
$432K ﹤0.01%
3,984
+647
2555
$431K ﹤0.01%
12,977
-695
2556
$431K ﹤0.01%
57,051
-306,872
2557
$429K ﹤0.01%
21,432
-506
2558
$429K ﹤0.01%
7,681
2559
$428K ﹤0.01%
+12,074
2560
$424K ﹤0.01%
+46,730
2561
$424K ﹤0.01%
15,177
-31,807
2562
$424K ﹤0.01%
1,398
+234
2563
$424K ﹤0.01%
25,350
+10,000
2564
$423K ﹤0.01%
+21,258
2565
$422K ﹤0.01%
12,987
-170
2566
$420K ﹤0.01%
65,521
+928
2567
$420K ﹤0.01%
1,926
+734
2568
$419K ﹤0.01%
38,587
+5,072
2569
$419K ﹤0.01%
20,507
-424
2570
$418K ﹤0.01%
10,204
+875
2571
$418K ﹤0.01%
16,592
-1,015
2572
$417K ﹤0.01%
16,695
+3,076
2573
$417K ﹤0.01%
25,278
-3,865
2574
$415K ﹤0.01%
34,039
+3,034
2575
$415K ﹤0.01%
5,755
-1,002
101 102
103
104 105