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
3226
$47K ﹤0.01%
14,328
+310
3227
$47K ﹤0.01%
+13,601
3228
$44K ﹤0.01%
21,672
3229
$43K ﹤0.01%
12,114
-125
3230
$42K ﹤0.01%
16,449
-250
3231
$41K ﹤0.01%
+10,175
3232
$40K ﹤0.01%
10,500
3233
$40K ﹤0.01%
14,856
-3,000
3234
$40K ﹤0.01%
+22,905
3235
$39K ﹤0.01%
+10,037
3236
$39K ﹤0.01%
12,830
+2,673
3237
$39K ﹤0.01%
+10,549
3238
$37K ﹤0.01%
7,000
+1,250
3239
$36K ﹤0.01%
12,891
-4,081
3240
$35K ﹤0.01%
+10,500
3241
$34K ﹤0.01%
10,000
3242
$34K ﹤0.01%
344
-368
3243
$32K ﹤0.01%
4,850
3244
$32K ﹤0.01%
1,724
-202
3245
$32K ﹤0.01%
13
-4
3246
$30K ﹤0.01%
+15,542
3247
$29K ﹤0.01%
1,001
3248
$28K ﹤0.01%
691
+1
3249
$27K ﹤0.01%
+11,440
3250
$27K ﹤0.01%
41
-7
128 129
130
131 132