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
2851
$248K ﹤0.01%
+2,793
2852
$247K ﹤0.01%
17,004
-75
2853
$247K ﹤0.01%
4,800
-220
2854
$246K ﹤0.01%
13,173
+2,050
2855
$245K ﹤0.01%
24,137
-5,747
2856
$244K ﹤0.01%
22,756
+1,587
2857
$243K ﹤0.01%
9,369
2858
$243K ﹤0.01%
4,118
-3,524
2859
$243K ﹤0.01%
8,295
+109
2860
$243K ﹤0.01%
15,216
-156,832
2861
$243K ﹤0.01%
99,583
+18,269
2862
$242K ﹤0.01%
11,060
+244
2863
$242K ﹤0.01%
6,197
-3,199
2864
$241K ﹤0.01%
7,880
-508
2865
$241K ﹤0.01%
23,860
-800
2866
$241K ﹤0.01%
5,612
+587
2867
$240K ﹤0.01%
19,029
+237
2868
$240K ﹤0.01%
+12,610
2869
$239K ﹤0.01%
9,250
2870
$239K ﹤0.01%
+8,490
2871
$239K ﹤0.01%
7,983
-677
2872
$238K ﹤0.01%
6,550
-248
2873
$238K ﹤0.01%
12,054
+409
2874
$238K ﹤0.01%
8,660
+235
2875
$238K ﹤0.01%
12,127
+193
113 114
115
116 117