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
3351
– –
-114,205
3352
– –
-17,961
3353
– –
-10,235
3354
– –
-64,721
3355
– –
-11,771
3356
– –
-79,987
3357
– –
-130
3358
– –
-7,101
3359
– –
-3,758
3360
– –
-122,788
3361
– –
-36,610
3362
– –
-26,091
3363
– –
-19,851
3364
– –
-6,289
3365
– –
-12,431
3366
– –
-56,679
3367
– –
-51,155
3368
– –
-3,416
3369
– –
-16,963
3370
– –
-16,422
3371
– –
-8,816
3372
– –
-7,424
3373
– –
-10,150
3374
– –
-180,251
3375
– –
-19,844
133 134
135
136 137