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
2826
$259K ﹤0.01%
48,050
+800
2827
$259K ﹤0.01%
3,301
-19
2828
$259K ﹤0.01%
4,139
2829
$258K ﹤0.01%
4,834
-60
2830
$258K ﹤0.01%
5,684
+100
2831
$257K ﹤0.01%
7,500
+125
2832
$257K ﹤0.01%
6,261
-8,603
2833
$257K ﹤0.01%
12,088
+755
2834
$257K ﹤0.01%
7,547
+405
2835
$256K ﹤0.01%
10,005
+2,114
2836
$255K ﹤0.01%
15,172
-4,746
2837
$254K ﹤0.01%
+9,833
2838
$254K ﹤0.01%
10,802
+2,812
2839
$254K ﹤0.01%
7,135
-6,059
2840
$252K ﹤0.01%
4,431
-10,150
2841
$252K ﹤0.01%
28,767
+3,724
2842
$251K ﹤0.01%
17,130
+6,385
2843
$251K ﹤0.01%
58,848
+17,733
2844
$251K ﹤0.01%
24,730
+7,895
2845
$250K ﹤0.01%
94,642
-5,508
2846
$250K ﹤0.01%
23,425
2847
$249K ﹤0.01%
13,845
-66
2848
$249K ﹤0.01%
79,531
+7,879
2849
$249K ﹤0.01%
16,835
-1,251
2850
$248K ﹤0.01%
12,307
+1,249
112 113
114
115 116