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
2676
$343K ﹤0.01%
12,846
+5,607
2677
$342K ﹤0.01%
7,333
-19
2678
$340K ﹤0.01%
9,703
+979
2679
$340K ﹤0.01%
5,176
+43
2680
$339K ﹤0.01%
11,475
+2,575
2681
$339K ﹤0.01%
10,575
-9,545
2682
$338K ﹤0.01%
11,200
2683
$338K ﹤0.01%
49,922
+215
2684
$338K ﹤0.01%
26,961
+1,451
2685
$338K ﹤0.01%
+16,554
2686
$338K ﹤0.01%
12,330
+932
2687
$337K ﹤0.01%
6,899
-217
2688
$337K ﹤0.01%
21,460
-3,981
2689
$333K ﹤0.01%
22,879
+3,019
2690
$332K ﹤0.01%
23,184
-1,839
2691
$330K ﹤0.01%
23,536
+2,187
2692
$329K ﹤0.01%
8,540
+3,364
2693
$329K ﹤0.01%
11,645
+827
2694
$328K ﹤0.01%
24,837
-10,832
2695
$328K ﹤0.01%
5,212
+164
2696
$328K ﹤0.01%
12,565
+390
2697
$328K ﹤0.01%
6,800
+143
2698
$328K ﹤0.01%
10,665
+418
2699
$327K ﹤0.01%
12,984
-1,117
2700
$327K ﹤0.01%
14,890
+5,058
106 107
108
109 110