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
3176
$79K ﹤0.01%
10,500
3177
$79K ﹤0.01%
10,735
+554
3178
$79K ﹤0.01%
18,961
-7,405
3179
$78K ﹤0.01%
19,463
-5,279
3180
$78K ﹤0.01%
1,000
+500
3181
$74K ﹤0.01%
25,000
3182
$73K ﹤0.01%
22,562
+3,000
3183
$72K ﹤0.01%
14,962
3184
$72K ﹤0.01%
40,121
+12,133
3185
$71K ﹤0.01%
+3,497
3186
$71K ﹤0.01%
18,578
-16,439
3187
$71K ﹤0.01%
17,497
+2,485
3188
$71K ﹤0.01%
498
+118
3189
$70K ﹤0.01%
12,695
+348
3190
$70K ﹤0.01%
17,829
-17,510
3191
$69K ﹤0.01%
+13,556
3192
$69K ﹤0.01%
+64,050
3193
$68K ﹤0.01%
15,652
-4,816
3194
$67K ﹤0.01%
+11,008
3195
$65K ﹤0.01%
11,165
-1,089
3196
$65K ﹤0.01%
2,249
-71
3197
$63K ﹤0.01%
+4,400
3198
$63K ﹤0.01%
31,678
+2,535
3199
$63K ﹤0.01%
3,034
+1,772
3200
$62K ﹤0.01%
80,769
+64,200
126 127
128
129 130