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
3051
$171K ﹤0.01%
+10,650
3052
$170K ﹤0.01%
18,522
-150
3053
$169K ﹤0.01%
21,090
-1,004
3054
$169K ﹤0.01%
11,999
-500
3055
$169K ﹤0.01%
540
-179
3056
$168K ﹤0.01%
13,747
+52
3057
$166K ﹤0.01%
5,948
-918
3058
$165K ﹤0.01%
66,656
3059
$165K ﹤0.01%
11,910
-1,000
3060
$164K ﹤0.01%
+14,666
3061
$164K ﹤0.01%
19,246
-3,000
3062
$164K ﹤0.01%
12,907
-13,244
3063
$164K ﹤0.01%
33,026
-456
3064
$163K ﹤0.01%
65,364
-900
3065
$162K ﹤0.01%
11,416
+135
3066
$161K ﹤0.01%
2,045
+182
3067
$161K ﹤0.01%
21,311
+89
3068
$159K ﹤0.01%
22,152
3069
$158K ﹤0.01%
13,623
-31,579
3070
$158K ﹤0.01%
3,121
-340
3071
$158K ﹤0.01%
29,479
-70,182
3072
$157K ﹤0.01%
14,149
+345
3073
$157K ﹤0.01%
26,367
3074
$156K ﹤0.01%
12,331
+2,022
3075
$156K ﹤0.01%
10,271
-1,998
121 122
123
124 125