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
2626
$374K ﹤0.01%
26,330
+342
2627
$373K ﹤0.01%
112,027
-900
2628
$372K ﹤0.01%
14,909
+184
2629
$371K ﹤0.01%
20,560
+3,695
2630
$371K ﹤0.01%
43,612
-4,300
2631
$371K ﹤0.01%
68,825
-12,803
2632
$370K ﹤0.01%
31,689
+1,080
2633
$369K ﹤0.01%
19,481
+3,196
2634
$368K ﹤0.01%
8,338
+4
2635
$367K ﹤0.01%
28,986
-163,596
2636
$367K ﹤0.01%
13,304
-52
2637
$366K ﹤0.01%
4,822
-135
2638
$366K ﹤0.01%
60,660
+12,911
2639
$365K ﹤0.01%
21,971
+4,194
2640
$365K ﹤0.01%
3,497
-36
2641
$365K ﹤0.01%
47,557
+3,000
2642
$365K ﹤0.01%
15,505
-2,667
2643
$365K ﹤0.01%
6,663
-60,683
2644
$364K ﹤0.01%
18,197
+5,546
2645
$363K ﹤0.01%
28,570
+1,755
2646
$363K ﹤0.01%
13,945
-667
2647
$363K ﹤0.01%
21,330
+4,731
2648
$362K ﹤0.01%
5,790
-14
2649
$359K ﹤0.01%
634
+1
2650
$359K ﹤0.01%
19,186
-630
104 105
106
107 108