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
376
$25.3M 0.04%
265,374
-36,943
377
$25.1M 0.04%
221,417
+15,803
378
$24.8M 0.04%
723,925
+78,831
379
$24.7M 0.04%
412,644
+1,163
380
$24.6M 0.04%
406,679
-336,978
381
$24.5M 0.04%
286,697
+44,586
382
$24.4M 0.04%
492,404
+67,364
383
$24.4M 0.04%
41,254
-3,475
384
$24.3M 0.04%
445,671
-19,929
385
$24.2M 0.04%
122,315
-1,674
386
$24.2M 0.04%
122,888
-14,610
387
$24.1M 0.04%
482,593
+114,360
388
$24.1M 0.04%
118,901
-1,500
389
$24M 0.04%
552,172
+56,289
390
$23.8M 0.04%
718,450
-134,157
391
$23.8M 0.04%
305,035
-85,230
392
$23.5M 0.04%
202,510
+3,842
393
$23.4M 0.04%
85,903
+915
394
$23.4M 0.04%
222,027
+47,876
395
$23.4M 0.04%
741,356
+87,431
396
$23.3M 0.04%
717,245
-435,845
397
$23.2M 0.04%
202,869
+825
398
$23M 0.04%
848,583
-466,054
399
$23M 0.04%
191,448
+8,117
400
$23M 0.04%
81,520
-23
14 15
16
17 18