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
3076
$154K ﹤0.01%
13,719
+798
3077
$154K ﹤0.01%
22,089
+1,802
3078
$152K ﹤0.01%
47,173
-19,799
3079
$152K ﹤0.01%
22,298
+33
3080
$152K ﹤0.01%
15,547
-29,015
3081
$151K ﹤0.01%
18,321
-15,246
3082
$148K ﹤0.01%
20,850
+7,550
3083
$148K ﹤0.01%
17,215
-2,634
3084
$147K ﹤0.01%
11,836
+15
3085
$146K ﹤0.01%
50,501
-6,111
3086
$146K ﹤0.01%
10,759
-336
3087
$145K ﹤0.01%
21,723
3088
$144K ﹤0.01%
59,471
-2,657
3089
$144K ﹤0.01%
12,540
-116,294
3090
$142K ﹤0.01%
1,495
+489
3091
$142K ﹤0.01%
16,205
-92,172
3092
$142K ﹤0.01%
1,004
+144
3093
$141K ﹤0.01%
53,202
-262
3094
$140K ﹤0.01%
12,739
-6,208
3095
$140K ﹤0.01%
12,607
-2,441
3096
$139K ﹤0.01%
2,584
+70
3097
$138K ﹤0.01%
21,327
+93
3098
$138K ﹤0.01%
13,125
-126
3099
$137K ﹤0.01%
11,648
-6,775
3100
$137K ﹤0.01%
5,544
+1,873
122 123
124
125 126