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
2901
$230K ﹤0.01%
42,800
-900
2902
$230K ﹤0.01%
5,825
2903
$229K ﹤0.01%
16,509
+281
2904
$229K ﹤0.01%
81,693
-3,281
2905
$228K ﹤0.01%
12,983
+3,282
2906
$228K ﹤0.01%
12,321
-730
2907
$227K ﹤0.01%
12,873
-797
2908
$227K ﹤0.01%
3,971
-302
2909
$227K ﹤0.01%
21,051
-7,860
2910
$227K ﹤0.01%
30,272
+149
2911
$226K ﹤0.01%
15,219
-440
2912
$226K ﹤0.01%
4,950
-858
2913
$226K ﹤0.01%
14,407
-5,867
2914
$226K ﹤0.01%
+8,229
2915
$225K ﹤0.01%
+7,941
2916
$225K ﹤0.01%
19,608
-227,881
2917
$225K ﹤0.01%
16,945
+656
2918
$225K ﹤0.01%
2,996
2919
$225K ﹤0.01%
+4,595
2920
$225K ﹤0.01%
39,547
+4,358
2921
$224K ﹤0.01%
22,703
-519
2922
$224K ﹤0.01%
2,471
2923
$224K ﹤0.01%
9,242
-551
2924
$224K ﹤0.01%
+3,750
2925
$224K ﹤0.01%
+8,900
115 116
117
118 119