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
3101
$136K ﹤0.01%
1,578
3102
$136K ﹤0.01%
10,670
-445
3103
$135K ﹤0.01%
102
-6
3104
$135K ﹤0.01%
12,641
-1,924
3105
$134K ﹤0.01%
14,136
-58,630
3106
$133K ﹤0.01%
47,607
-1,720
3107
$132K ﹤0.01%
12,492
-27,875
3108
$131K ﹤0.01%
+11,818
3109
$131K ﹤0.01%
15,418
-597
3110
$130K ﹤0.01%
17,104
-3,961
3111
$129K ﹤0.01%
10,193
-30,928
3112
$128K ﹤0.01%
13,742
+1,905
3113
$128K ﹤0.01%
36,700
+1,250
3114
$127K ﹤0.01%
12,926
+385
3115
$127K ﹤0.01%
+11,785
3116
$127K ﹤0.01%
2,559
-706
3117
$126K ﹤0.01%
12,050
-2,800
3118
$125K ﹤0.01%
13,673
3119
$124K ﹤0.01%
17,268
+1,024
3120
$124K ﹤0.01%
22,700
3121
$124K ﹤0.01%
19,326
+4,947
3122
$123K ﹤0.01%
+13,932
3123
$122K ﹤0.01%
20,900
-497,100
3124
$121K ﹤0.01%
14,709
+2,545
3125
$121K ﹤0.01%
16,101
+301
123 124
125
126 127