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
301
$34.7M 0.05%
1,937,372
+30,395
302
$34.7M 0.05%
329,062
-8,373
303
$34.6M 0.05%
112,475
+2,302
304
$34.6M 0.05%
1,028,798
-47,630
305
$34.5M 0.05%
626,058
+57,527
306
$34.4M 0.05%
964,230
-133,691
307
$34.1M 0.05%
310,249
-13,941
308
$34M 0.05%
1,008,010
+8,273
309
$33.8M 0.05%
785,795
+311,008
310
$33.3M 0.05%
73,345
-1,826
311
$33.3M 0.05%
666,948
-31,306
312
$33.2M 0.05%
1,595,091
+764,669
313
$33.2M 0.05%
664,977
+60,911
314
$33M 0.05%
280,388
+57,211
315
$32.6M 0.05%
434,106
-3,048
316
$32.2M 0.05%
380,551
+31,666
317
$32.2M 0.05%
581,242
+21,955
318
$32M 0.05%
378,439
+1,310
319
$31.8M 0.05%
745,970
-10,870
320
$31.8M 0.05%
720,676
+189,266
321
$31.3M 0.05%
351,805
+59,717
322
$31.2M 0.05%
447,105
-21,591
323
$31M 0.05%
616,917
+426,689
324
$31M 0.05%
744,351
-14,748
325
$30.9M 0.05%
741,342
+96,335
11 12
13
14 15