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
3151
$98K ﹤0.01%
10,648
+563
3152
$98K ﹤0.01%
1,064
-90
3153
$97K ﹤0.01%
90,687
+8,000
3154
$97K ﹤0.01%
18,491
-912
3155
$97K ﹤0.01%
2,600
3156
$96K ﹤0.01%
+26,763
3157
$96K ﹤0.01%
30,835
-4,526
3158
$95K ﹤0.01%
649
+174
3159
$91K ﹤0.01%
15,508
+57
3160
$90K ﹤0.01%
+204
3161
$88K ﹤0.01%
13,041
+92
3162
$87K ﹤0.01%
46,836
+84
3163
$87K ﹤0.01%
24,770
-2,739
3164
$86K ﹤0.01%
+10,634
3165
$86K ﹤0.01%
19,815
+2,748
3166
$86K ﹤0.01%
61,595
-90,000
3167
$85K ﹤0.01%
9,728
-6,515
3168
$83K ﹤0.01%
12,350
-4,500
3169
$83K ﹤0.01%
+13,419
3170
$83K ﹤0.01%
41,052
+1,182
3171
$82K ﹤0.01%
421
+10
3172
$80K ﹤0.01%
18,290
3173
$80K ﹤0.01%
12,906
+634
3174
$80K ﹤0.01%
37,607
+17,150
3175
$80K ﹤0.01%
22,721
-7,408
125 126
127
128 129