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
451
$19.9M 0.03%
341,467
-12,091
452
$19.9M 0.03%
81,886
+8,536
453
$19.9M 0.03%
223,112
-119,589
454
$19.9M 0.03%
197,844
+104,575
455
$19.8M 0.03%
114,432
+21,284
456
$19.6M 0.03%
487,942
-39,736
457
$19.6M 0.03%
1,850,024
-318
458
$19.5M 0.03%
119,638
-844
459
$19.4M 0.03%
103,388
+2,118
460
$19.2M 0.03%
+921,824
461
$19.1M 0.03%
381,521
+10,031
462
$19M 0.03%
323,163
+197,740
463
$18.9M 0.03%
768,983
-303,966
464
$18.9M 0.03%
72,820
-3,623
465
$18.9M 0.03%
293,516
+5,297
466
$18.8M 0.03%
691,822
+32,400
467
$18.6M 0.03%
+406,022
468
$18.6M 0.03%
463,707
+15,918
469
$18.4M 0.03%
888,907
+72,214
470
$18.4M 0.03%
580,098
-217,911
471
$18.3M 0.03%
194,653
-17,479
472
$18.1M 0.03%
136,360
-1,631
473
$18.1M 0.03%
260,196
+12,994
474
$18.1M 0.03%
734,506
-19,803
475
$17.9M 0.03%
660,266
-40,020
17 18
19
20 21