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
3201
$61K ﹤0.01%
+33,700
3202
$59K ﹤0.01%
+10,000
3203
$58K ﹤0.01%
+19,000
3204
$57K ﹤0.01%
51,389
3205
$57K ﹤0.01%
3,020
-3,612
3206
$57K ﹤0.01%
95
+46
3207
$55K ﹤0.01%
10,900
-300
3208
$55K ﹤0.01%
9,390
+2,120
3209
$54K ﹤0.01%
18,210
3210
$54K ﹤0.01%
1,894
-360
3211
$54K ﹤0.01%
13,465
+400
3212
$54K ﹤0.01%
2,292
+811
3213
$53K ﹤0.01%
+22,600
3214
$53K ﹤0.01%
2,558
+25
3215
$53K ﹤0.01%
575
3216
$53K ﹤0.01%
+16,161
3217
$52K ﹤0.01%
20,871
+518
3218
$52K ﹤0.01%
945
-91
3219
$50K ﹤0.01%
29,654
3220
$50K ﹤0.01%
10,000
3221
$49K ﹤0.01%
15,730
-2,125
3222
$49K ﹤0.01%
+12,961
3223
$49K ﹤0.01%
696
-140
3224
$48K ﹤0.01%
12,000
3225
$47K ﹤0.01%
12,138
127 128
129
130 131