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
3,529
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 Inc
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
3401
– –
-48,736
3402
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-4,901
3403
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-13,585
3404
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-5,022
3405
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-16,325
3406
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-15,922
3407
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-15,264
3408
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-2,161
3409
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-56,280
3410
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-17,413
3411
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-56,831
3412
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-10,374
3413
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-7,675
3414
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-1,009
3415
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-3,994
3416
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-11,079
3417
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-200,674
3418
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-13,483
3419
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-6,309
3420
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-1,479
3421
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-1,264
3422
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-129,887
3423
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-11,136
3424
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-6,176
3425
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-193,800
135 136
137
138 139