Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.45%
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
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3355
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3363
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3365
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3374
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3375
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-7,424
133 134
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