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
2651
$357K ﹤0.01%
6,600
2652
$356K ﹤0.01%
19,480
2653
$356K ﹤0.01%
6,776
-6,615
2654
$356K ﹤0.01%
28,639
+8,649
2655
$355K ﹤0.01%
16,882
+1,778
2656
$353K ﹤0.01%
12,764
-5,447
2657
$353K ﹤0.01%
26,709
2658
$353K ﹤0.01%
7,343
+1,011
2659
$353K ﹤0.01%
5,098
-50
2660
$353K ﹤0.01%
1,583
+35
2661
$352K ﹤0.01%
11,454
-3,354
2662
$351K ﹤0.01%
10,562
2663
$350K ﹤0.01%
38,163
+6,571
2664
$349K ﹤0.01%
3,703
+4
2665
$348K ﹤0.01%
+20,885
2666
$348K ﹤0.01%
21,494
+5,664
2667
$348K ﹤0.01%
11,066
+756
2668
$347K ﹤0.01%
10,497
-3,295
2669
$346K ﹤0.01%
13,797
+4,354
2670
$345K ﹤0.01%
6,179
-459
2671
$344K ﹤0.01%
12,318
2672
$344K ﹤0.01%
9,354
+745
2673
$343K ﹤0.01%
15,027
-100
2674
$343K ﹤0.01%
6,620
2675
$343K ﹤0.01%
9,798
+1,721
105 106
107
108 109