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
251
$48.6M 0.08%
814,200
+81,708
252
$48.5M 0.08%
624,375
-54,862
253
$48.4M 0.08%
947,914
+30,493
254
$48.3M 0.08%
2,013,457
-4,509
255
$47.3M 0.07%
655,263
+144,917
256
$47.1M 0.07%
712,570
+21,562
257
$45.7M 0.07%
498,273
+8,323
258
$45.5M 0.07%
1,088,554
+92,939
259
$45.3M 0.07%
477,619
+30,161
260
$44.8M 0.07%
406,713
+58,015
261
$44.5M 0.07%
1,086,908
-580,794
262
$43.1M 0.07%
90,036
+7,722
263
$42.9M 0.07%
856,517
+145,395
264
$42.5M 0.07%
24,285
+9,070
265
$42.5M 0.07%
446,524
+1,748
266
$41.8M 0.07%
909,492
+213,507
267
$41.8M 0.07%
918,851
+95,988
268
$41.4M 0.06%
792,185
+77,312
269
$41.3M 0.06%
1,091,440
+18,780
270
$41.2M 0.06%
175,133
-12,004
271
$41.2M 0.06%
889,646
+43,566
272
$41.1M 0.06%
2,449,653
+119,523
273
$41M 0.06%
512,133
-46,712
274
$40.6M 0.06%
2,353,614
+75,405
275
$40.4M 0.06%
403,250
+331,938
9 10
11
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