Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
3426
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-11,136
3427
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-6,176
3428
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-193,800
3429
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3430
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3431
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3432
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3433
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3434
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-47,355
3435
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-22,637
3436
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-4,705
3437
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3438
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3439
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-7,140
3440
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-22,880
3441
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3442
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3443
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3444
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-7,073
3445
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3446
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-10,047
3447
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3448
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-21,615
3449
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-4,630
3450
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-21,894
136 137
138
139 140