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
351
$27.8M 0.04%
500,185
+78,023
352
$27.7M 0.04%
1,020,824
+9,596
353
$27.6M 0.04%
357,937
-45,271
354
$27.4M 0.04%
159,469
-112,110
355
$27.3M 0.04%
937,999
+1,813
356
$27.1M 0.04%
68,565
-4,094
357
$27M 0.04%
265,959
+28,469
358
$26.8M 0.04%
334,318
-15,593
359
$26.8M 0.04%
777,238
+203,899
360
$26.8M 0.04%
914,231
+55,503
361
$26.7M 0.04%
919,268
+38,898
362
$26.7M 0.04%
210,727
+2,430
363
$26.7M 0.04%
699,370
+58,873
364
$26.6M 0.04%
56,931
+6,021
365
$26.5M 0.04%
1,109,499
-208,660
366
$26.4M 0.04%
143,176
+23,781
367
$26.1M 0.04%
450,111
-17,456
368
$26.1M 0.04%
154,476
+612
369
$25.9M 0.04%
124,827
+22,969
370
$25.9M 0.04%
62,664
+16,532
371
$25.7M 0.04%
878,304
-998
372
$25.7M 0.04%
202,249
+28,918
373
$25.6M 0.04%
243,869
+17,145
374
$25.5M 0.04%
2,279,167
+691,815
375
$25.3M 0.04%
466,968
+23,502
13 14
15
16 17