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
426
$21.6M 0.03%
414,640
-1,188
427
$21.5M 0.03%
61,176
+4,052
428
$21.5M 0.03%
125,015
+9,895
429
$21.5M 0.03%
241,252
-10,687
430
$21.4M 0.03%
2,043,011
-87,100
431
$21.4M 0.03%
204,543
+24,005
432
$21.3M 0.03%
717,278
+172,083
433
$21.1M 0.03%
256,784
-35,493
434
$21.1M 0.03%
851,749
-493,973
435
$20.8M 0.03%
120,399
-15,993
436
$20.8M 0.03%
97,020
+1,910
437
$20.6M 0.03%
68,188
-12,003
438
$20.6M 0.03%
86,651
-7,848
439
$20.5M 0.03%
465,139
+316,681
440
$20.5M 0.03%
125,234
-8,069
441
$20.4M 0.03%
111,208
-4,659
442
$20.4M 0.03%
328,810
-18,184
443
$20.3M 0.03%
178,975
-10,927
444
$20.3M 0.03%
69,162
-57,253
445
$20.2M 0.03%
1,174,100
+81,617
446
$20.2M 0.03%
427,628
-338,480
447
$20.2M 0.03%
305,183
+15,821
448
$20.2M 0.03%
754,089
+17,442
449
$20.1M 0.03%
126,109
+27,351
450
$20.1M 0.03%
249,687
-2,448
16 17
18
19 20