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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
3,529
New
Increased
Reduced
Closed

Top Buys

1
+$337M
2
+$121M
3
+$96.4M
4
DUK icon
Duke Energy
DUK
+$71M
5
WMT icon
Walmart Inc
WMT
+$58.8M

Top Sells

1
+$132M
2
+$99M
3
+$90.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$87.4M
5
DIS icon
Walt Disney
DIS
+$76.7M

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
3276
$9K ﹤0.01%
15,000
3277
$8K ﹤0.01%
500
3278
$8K ﹤0.01%
15,000
3279
$8K ﹤0.01%
739
+72
3280
$7K ﹤0.01%
25,500
3281
$6K ﹤0.01%
+18,860
3282
$5K ﹤0.01%
17,000
-2,000
3283
$5K ﹤0.01%
23,700
-15,000
3284
$2K ﹤0.01%
319
3285
– –
-6,451
3286
– –
-2,711
3287
– –
-2,905
3288
– –
-97,072
3289
– –
-67,007
3290
– –
-1,911
3291
– –
-10,810
3292
– –
-5,280
3293
– –
-32,499
3294
– –
-29,041
3295
– –
-9,056
3296
– –
-2,156
3297
– –
-4,532
3298
– –
-62,450
3299
– –
-7,034
3300
– –
-3,044
130 131
132
133 134