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
2876
$238K ﹤0.01%
12,547
-314
2877
$237K ﹤0.01%
7,432
+1,425
2878
$237K ﹤0.01%
20,894
-4,844
2879
$237K ﹤0.01%
3,309
+18
2880
$237K ﹤0.01%
3,803
+15
2881
$237K ﹤0.01%
4,456
-21,392
2882
$236K ﹤0.01%
7,375
-413
2883
$236K ﹤0.01%
107,072
-1,400
2884
$234K ﹤0.01%
4,200
-473
2885
$234K ﹤0.01%
+2,446
2886
$234K ﹤0.01%
3,492
-235
2887
$234K ﹤0.01%
5,176
-950
2888
$233K ﹤0.01%
6,693
+47
2889
$233K ﹤0.01%
16,107
-4,055
2890
$233K ﹤0.01%
18,936
-127,304
2891
$233K ﹤0.01%
3,905
+37
2892
$233K ﹤0.01%
37,023
+14,350
2893
$233K ﹤0.01%
6,316
+795
2894
$233K ﹤0.01%
7,873
-151
2895
$232K ﹤0.01%
+16,761
2896
$231K ﹤0.01%
5,033
-7,339
2897
$231K ﹤0.01%
3,316
-1,637
2898
$231K ﹤0.01%
8,651
-25,020
2899
$231K ﹤0.01%
1,508
-137
2900
$231K ﹤0.01%
6,748
-491
114 115
116
117 118