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
3301
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-2,961
3302
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-5,128
3303
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-35,393
3304
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-12,105
3305
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3306
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-28,658
3307
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-7,101
3308
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-8,423
3309
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-69,745
3310
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-11,737
3311
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-3,387
3312
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-60,477
3313
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-2,393
3314
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-3,758
3315
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-122,788
3316
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-36,610
3317
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3318
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3319
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3320
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-7,172
3321
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-22,456
3322
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-29,307
3323
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-2,183
3324
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-10,738
3325
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-5,693
131 132
133
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