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
3026
$186K ﹤0.01%
10,758
-108
3027
$185K ﹤0.01%
14,241
-1,215
3028
$185K ﹤0.01%
15,937
-21,570
3029
$185K ﹤0.01%
10,273
-12
3030
$184K ﹤0.01%
20,841
-122,459
3031
$184K ﹤0.01%
13,561
-29,076
3032
$184K ﹤0.01%
38,810
-4,493
3033
$183K ﹤0.01%
11,117
-6,183
3034
$183K ﹤0.01%
17,096
+900
3035
$183K ﹤0.01%
+10,055
3036
$183K ﹤0.01%
10,125
-31,580
3037
$182K ﹤0.01%
13,557
+1,200
3038
$182K ﹤0.01%
9,348
-885
3039
$182K ﹤0.01%
14,516
-2,179
3040
$180K ﹤0.01%
+19,329
3041
$179K ﹤0.01%
67,561
+13,245
3042
$178K ﹤0.01%
132,200
-9,800
3043
$175K ﹤0.01%
13,589
3044
$174K ﹤0.01%
48,426
-46,053
3045
$173K ﹤0.01%
22,534
+886
3046
$173K ﹤0.01%
12,677
-169
3047
$173K ﹤0.01%
50,831
+11,311
3048
$173K ﹤0.01%
19,953
-2,996
3049
$173K ﹤0.01%
+12,277
3050
$171K ﹤0.01%
10,000
120 121
122
123 124