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
401
$22.9M 0.04%
400,995
+32,702
402
$22.8M 0.04%
318,484
+836
403
$22.7M 0.04%
379,312
+352,841
404
$22.7M 0.04%
705,680
-37,348
405
$22.5M 0.04%
755,933
+188,838
406
$22.4M 0.04%
74,973
+7,042
407
$22.4M 0.04%
681,006
+12,134
408
$22.4M 0.04%
292,309
-83,595
409
$22.3M 0.04%
93,381
-1,101
410
$22.3M 0.03%
375,740
-4,766
411
$22.3M 0.03%
454,892
+65,706
412
$22.2M 0.03%
463,199
+25,524
413
$22.1M 0.03%
83,962
+6,541
414
$22.1M 0.03%
398,304
+122,145
415
$22.1M 0.03%
233,435
+392
416
$22.1M 0.03%
936,232
+70,363
417
$21.9M 0.03%
112,403
+70,309
418
$21.9M 0.03%
250,803
+7,749
419
$21.8M 0.03%
761,766
-51,848
420
$21.8M 0.03%
795,619
+117,375
421
$21.8M 0.03%
1,239,114
-1,257,702
422
$21.7M 0.03%
275,281
+31,500
423
$21.7M 0.03%
446,267
-22,731
424
$21.6M 0.03%
67,719
+2,347
425
$21.6M 0.03%
108,279
-5,621
15 16
17
18 19