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
2701
$326K ﹤0.01%
+7,389
2702
$326K ﹤0.01%
14,232
+523
2703
$326K ﹤0.01%
38,177
-1,705
2704
$325K ﹤0.01%
22,402
-18,341
2705
$325K ﹤0.01%
21,268
-250
2706
$324K ﹤0.01%
5,473
-34,431
2707
$324K ﹤0.01%
10,560
+1,745
2708
$324K ﹤0.01%
15,823
-407
2709
$324K ﹤0.01%
39,371
+8,946
2710
$324K ﹤0.01%
+8,352
2711
$323K ﹤0.01%
8,972
+1,220
2712
$322K ﹤0.01%
12,551
+943
2713
$322K ﹤0.01%
6,064
+1,103
2714
$319K ﹤0.01%
10,644
-698
2715
$319K ﹤0.01%
5,378
+1,918
2716
$319K ﹤0.01%
9,253
-25,519
2717
$319K ﹤0.01%
9,882
+3,840
2718
$317K ﹤0.01%
+9,368
2719
$317K ﹤0.01%
+9,105
2720
$317K ﹤0.01%
11,850
+5,000
2721
$317K ﹤0.01%
10,437
-147
2722
$315K ﹤0.01%
17,578
-707
2723
$315K ﹤0.01%
15,582
-707
2724
$314K ﹤0.01%
8,119
+1,084
2725
$314K ﹤0.01%
43,373
-644
107 108
109
110 111