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
2776
$288K ﹤0.01%
17,046
-782
2777
$288K ﹤0.01%
1,081
-132
2778
$287K ﹤0.01%
10,794
-872
2779
$287K ﹤0.01%
15,230
-1,121
2780
$287K ﹤0.01%
4,219
-7
2781
$285K ﹤0.01%
6,034
-3
2782
$284K ﹤0.01%
19,636
-800
2783
$284K ﹤0.01%
+8,266
2784
$284K ﹤0.01%
32,270
-1,806
2785
$284K ﹤0.01%
6,346
+171
2786
$283K ﹤0.01%
5,450
-17
2787
$283K ﹤0.01%
67,235
+54,785
2788
$282K ﹤0.01%
14,800
-447,924
2789
$281K ﹤0.01%
29,833
-1,000
2790
$280K ﹤0.01%
6,866
-11,731
2791
$280K ﹤0.01%
8,902
-115
2792
$280K ﹤0.01%
11,244
-793
2793
$279K ﹤0.01%
2,468
+959
2794
$279K ﹤0.01%
8,151
+794
2795
$279K ﹤0.01%
21,350
+699
2796
$279K ﹤0.01%
73,134
-40,959
2797
$278K ﹤0.01%
9,655
+50
2798
$278K ﹤0.01%
10,156
+2,781
2799
$278K ﹤0.01%
+4,724
2800
$278K ﹤0.01%
18,858
+3,801
110 111
112
113 114