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
2576
$413K ﹤0.01%
61,224
-13,839
2577
$412K ﹤0.01%
21,065
2578
$411K ﹤0.01%
16,444
-62,424
2579
$409K ﹤0.01%
128,714
+3,391
2580
$409K ﹤0.01%
44,734
-29,309
2581
$409K ﹤0.01%
4,670
2582
$408K ﹤0.01%
+34,945
2583
$408K ﹤0.01%
12,075
+3,828
2584
$407K ﹤0.01%
4,612
+4
2585
$407K ﹤0.01%
19,191
+5,810
2586
$407K ﹤0.01%
+37,891
2587
$405K ﹤0.01%
3,697
-20,081
2588
$405K ﹤0.01%
7,314
+831
2589
$405K ﹤0.01%
68,135
+17,395
2590
$405K ﹤0.01%
24,008
-4,879
2591
$404K ﹤0.01%
10,257
-285
2592
$403K ﹤0.01%
13,352
-3,066
2593
$402K ﹤0.01%
7,622
-1,357
2594
$401K ﹤0.01%
30,343
-26,350
2595
$401K ﹤0.01%
30,381
+349
2596
$399K ﹤0.01%
15,195
-15
2597
$399K ﹤0.01%
16,194
+2,978
2598
$399K ﹤0.01%
5,138
-249
2599
$398K ﹤0.01%
7,469
-731
2600
$398K ﹤0.01%
3,505
+110
102 103
104
105 106