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
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
– –
-3,459
3286
– –
-12,345
3287
– –
-21,604
3288
– –
-11,470
3289
– –
-3,641
3290
– –
-6,060
3291
– –
-30,160
3292
– –
-2,851
3293
– –
-6,661
3294
– –
-310,484
3295
– –
-20,344
3296
– –
-3,535
3297
– –
-12,382
3298
– –
-145,641
3299
– –
-115,541
3300
– –
-8,033
130 131
132
133 134