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
326
$30.7M 0.05%
645,171
+38,968
327
$30.7M 0.05%
580,787
-88,098
328
$30.7M 0.05%
204,578
+13,032
329
$30.6M 0.05%
340,132
-21,461
330
$30.6M 0.05%
1,282,140
+387,021
331
$30.6M 0.05%
276,584
-1,097
332
$30.6M 0.05%
361,916
-12,349
333
$30.4M 0.05%
558,594
+34,031
334
$30.3M 0.05%
123,178
-3,994
335
$29.9M 0.05%
241,240
+14,372
336
$29.8M 0.05%
605,213
+39,874
337
$29.7M 0.05%
231,958
+35,768
338
$29.7M 0.05%
298,759
-6,389
339
$29.6M 0.05%
737,612
+10,556
340
$29.5M 0.05%
46,316
-1,466
341
$29.5M 0.05%
395,661
-53,211
342
$29.5M 0.05%
559,480
+41,879
343
$29.4M 0.05%
574,856
-104,619
344
$29.4M 0.05%
677,099
-19,557
345
$28.7M 0.04%
739,890
-33,120
346
$28.3M 0.04%
564,926
+35,283
347
$27.9M 0.04%
651,205
+31,975
348
$27.9M 0.04%
207,498
+37,321
349
$27.8M 0.04%
1,360,171
+48,782
350
$27.8M 0.04%
212,365
-8,001
12 13
14
15 16