We are live on ! Find out more
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
3326
– –
-44,336
3327
– –
-14,140
3328
– –
-258,130
3329
– –
-19,800
3330
– –
-17,324
3331
– –
-10,500
3332
– –
-11,745
3333
– –
-21,848
3334
– –
-168,796
3335
– –
-21,494
3336
– –
-3,020
3337
– –
-16,633
3338
– –
-8,700
3339
– –
-39,977
3340
– –
-2,232
3341
– –
-8,108
3342
– –
-2,956
3343
– –
-32,365
3344
– –
-8,345
3345
– –
-20,147
3346
– –
-8,422
3347
– –
-5,733
3348
– –
-5,835
3349
– –
-15,980
3350
– –
-1,618
132 133
134
135 136