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
2801
$277K ﹤0.01%
5,803
-447
2802
$276K ﹤0.01%
4,742
-15,132
2803
$274K ﹤0.01%
19,801
-1,643
2804
$273K ﹤0.01%
37,059
-32,429
2805
$272K ﹤0.01%
13,633
-96
2806
$271K ﹤0.01%
45,092
+13,740
2807
$271K ﹤0.01%
22,724
+3,282
2808
$270K ﹤0.01%
2,877
+42
2809
$268K ﹤0.01%
54,614
-1,285
2810
$268K ﹤0.01%
7,197
-49
2811
$268K ﹤0.01%
6,571
-3,175
2812
$268K ﹤0.01%
24,896
2813
$268K ﹤0.01%
2,943
+398
2814
$267K ﹤0.01%
19,204
-991
2815
$267K ﹤0.01%
19,588
2816
$266K ﹤0.01%
36,480
+1,690
2817
$265K ﹤0.01%
31,644
+369
2818
$264K ﹤0.01%
12,722
-395
2819
$264K ﹤0.01%
439,265
+147,267
2820
$262K ﹤0.01%
7,518
+2,605
2821
$262K ﹤0.01%
9,429
2822
$261K ﹤0.01%
27,881
+11,190
2823
$260K ﹤0.01%
12,542
-1,333
2824
$259K ﹤0.01%
29,722
+17,922
2825
$259K ﹤0.01%
139,377
+6,328
111 112
113
114 115