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
276
$40.3M 0.06%
576,692
+23,352
277
$40.3M 0.06%
860,858
+29,559
278
$40.3M 0.06%
1,125,597
+432,389
279
$40M 0.06%
949,410
+462,045
280
$39.8M 0.06%
1,523,650
-161,000
281
$39.6M 0.06%
174,334
-1,457
282
$39.6M 0.06%
510,283
+76,081
283
$39.2M 0.06%
379,868
+13,925
284
$39M 0.06%
373,030
-9,950
285
$38.9M 0.06%
160,894
+2,676
286
$38.8M 0.06%
552,348
+52,270
287
$37.4M 0.06%
548,545
+27,504
288
$37.4M 0.06%
821,982
+33,087
289
$37.3M 0.06%
3,350,664
+1,431,404
290
$37.2M 0.06%
125,127
-6,983
291
$36.8M 0.06%
521,864
-15,735
292
$36.6M 0.06%
458,678
+73,113
293
$36.3M 0.06%
454,359
+8,796
294
$36M 0.06%
439,381
+19,213
295
$36M 0.06%
411,766
+81,387
296
$35.8M 0.06%
1,239,683
+49,222
297
$35.7M 0.06%
692,623
+58,120
298
$35.7M 0.06%
3,578,887
+134,923
299
$35M 0.05%
740,319
+113,622
300
$35M 0.05%
227,250
+24,041
10 11
12
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