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
2726
$314K ﹤0.01%
39,196
2727
$313K ﹤0.01%
12,696
-3,506
2728
$311K ﹤0.01%
32,038
+9,219
2729
$311K ﹤0.01%
9,207
-20,772
2730
$311K ﹤0.01%
5,142
2731
$311K ﹤0.01%
3,395
+25
2732
$310K ﹤0.01%
7,269
+1,236
2733
$310K ﹤0.01%
6,979
-6,452
2734
$309K ﹤0.01%
8,102
+1,066
2735
$307K ﹤0.01%
18,758
+8,580
2736
$307K ﹤0.01%
49,170
-3,050
2737
$306K ﹤0.01%
10,044
-823
2738
$306K ﹤0.01%
6,767
+148
2739
$305K ﹤0.01%
6,940
-5,282
2740
$305K ﹤0.01%
26,771
+2,041
2741
$304K ﹤0.01%
9,870
+1,496
2742
$303K ﹤0.01%
8,645
+643
2743
$303K ﹤0.01%
10,459
+683
2744
$303K ﹤0.01%
14,440
+2,681
2745
$303K ﹤0.01%
16,657
-1,188
2746
$302K ﹤0.01%
67,083
+7,881
2747
$302K ﹤0.01%
53,862
-1,438
2748
$302K ﹤0.01%
+14,409
2749
$302K ﹤0.01%
25,098
-3,131
2750
$301K ﹤0.01%
9,892
-2,518
108 109
110
111 112