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
3401
– –
-2,835
3402
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-3,316
3403
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-20,147
3404
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-8,422
3405
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-12,431
3406
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-56,679
3407
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-5,733
3408
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-58,350
3409
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-97,072
3410
– –
-67,007
3411
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-1,911
3412
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-10,810
3413
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-5,280
3414
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-32,499
3415
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-29,041
3416
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-9,056
3417
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-2,156
3418
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-4,532
3419
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-62,450
3420
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-15,980
3421
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-7,034
3422
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-3,044
3423
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-51,155
3424
– –
-11,107
3425
– –
-324,544
135 136
137
138 139