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
2976
$208K ﹤0.01%
26,297
2977
$208K ﹤0.01%
43,494
-64,397
2978
$207K ﹤0.01%
16,307
+4,833
2979
$206K ﹤0.01%
248
-14
2980
$206K ﹤0.01%
6,219
-515
2981
$206K ﹤0.01%
7,800
+1,300
2982
$205K ﹤0.01%
2,924
-6,153
2983
$205K ﹤0.01%
5,183
+300
2984
$205K ﹤0.01%
8,921
2985
$205K ﹤0.01%
2,659
2986
$205K ﹤0.01%
7,147
-183
2987
$205K ﹤0.01%
6,436
+323
2988
$204K ﹤0.01%
13,835
-2,960
2989
$203K ﹤0.01%
25,084
+7,310
2990
$203K ﹤0.01%
14,691
+3,344
2991
$203K ﹤0.01%
13,080
-10,052
2992
$202K ﹤0.01%
17,837
+1,313
2993
$202K ﹤0.01%
5,274
-477
2994
$202K ﹤0.01%
17,314
+4,478
2995
$202K ﹤0.01%
68,419
+24,822
2996
$202K ﹤0.01%
12,322
-4,988
2997
$201K ﹤0.01%
+3,570
2998
$201K ﹤0.01%
1,770
+157
2999
$201K ﹤0.01%
19,949
-20,343
3000
$200K ﹤0.01%
24,417
-605
118 119
120
121 122