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
3126
$121K ﹤0.01%
26,903
-5,000
3127
$121K ﹤0.01%
+24,600
3128
$120K ﹤0.01%
12,130
3129
$118K ﹤0.01%
+10,643
3130
$118K ﹤0.01%
13,454
+1,965
3131
$116K ﹤0.01%
20,746
-2
3132
$115K ﹤0.01%
+16,845
3133
$114K ﹤0.01%
942
+111
3134
$114K ﹤0.01%
+12,841
3135
$114K ﹤0.01%
11,626
3136
$113K ﹤0.01%
35,837
-67,121
3137
$111K ﹤0.01%
40,500
3138
$110K ﹤0.01%
+16,560
3139
$107K ﹤0.01%
35,126
+6,495
3140
$107K ﹤0.01%
+13,600
3141
$106K ﹤0.01%
25,839
3142
$105K ﹤0.01%
+14,109
3143
$104K ﹤0.01%
24,739
-1,986
3144
$104K ﹤0.01%
11,282
+457
3145
$102K ﹤0.01%
10,760
3146
$100K ﹤0.01%
11,150
-71
3147
$100K ﹤0.01%
13,127
3148
$99K ﹤0.01%
18,273
-490,015
3149
$99K ﹤0.01%
32,479
+4,000
3150
$98K ﹤0.01%
11,820
124 125
126
127 128