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
2601
$398K ﹤0.01%
15,356
+3,139
2602
$396K ﹤0.01%
3,543
+796
2603
$396K ﹤0.01%
12,687
-1,961
2604
$394K ﹤0.01%
16,681
-5,085
2605
$394K ﹤0.01%
48,808
+1,971
2606
$394K ﹤0.01%
7,676
+2,200
2607
$392K ﹤0.01%
62,500
-500
2608
$392K ﹤0.01%
6,668
-1,962
2609
$392K ﹤0.01%
3,883
-625
2610
$391K ﹤0.01%
39,379
-968
2611
$390K ﹤0.01%
5,708
-631
2612
$389K ﹤0.01%
10,055
-1,622
2613
$389K ﹤0.01%
14,308
+417
2614
$389K ﹤0.01%
47,970
-2,117
2615
$386K ﹤0.01%
49,962
+41
2616
$384K ﹤0.01%
74,339
-6,160
2617
$383K ﹤0.01%
12,990
-650
2618
$383K ﹤0.01%
37,274
-5,445
2619
$380K ﹤0.01%
27,183
+7,308
2620
$380K ﹤0.01%
3,003
-243
2621
$379K ﹤0.01%
16,876
-11,007
2622
$378K ﹤0.01%
17,020
+6,983
2623
$378K ﹤0.01%
11,850
+475
2624
$376K ﹤0.01%
16,393
+6,793
2625
$375K ﹤0.01%
18,076
-90,894
103 104
105
106 107