Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
26
$418M 0.65%
2,884,231
-163,409
27
$410M 0.64%
854,494
+47,944
28
$409M 0.64%
9,581,913
+512,743
29
$401M 0.63%
6,639,934
+602,372
30
$386M 0.6%
3,533,460
+29,240
31
$386M 0.6%
709,724
+22,702
32
$366M 0.57%
4,597,345
+69,547
33
$365M 0.57%
2,585,078
+1,757,508
34
$364M 0.57%
2,645,794
-40,525
35
$363M 0.57%
1,729,692
+30,126
36
$355M 0.56%
3,827,111
+164,676
37
$355M 0.55%
2,317,576
+9,956
38
$349M 0.55%
2,734,267
-141,339
39
$345M 0.54%
3,849,348
+213,463
40
$341M 0.53%
2,666,862
+71,692
41
$338M 0.53%
22,279,110
-115,410
42
$336M 0.53%
6,622,211
+379,516
43
$327M 0.51%
2,103,396
+13,997
44
$324M 0.51%
2,299,560
+230,086
45
$313M 0.49%
1,271,518
-39,895
46
$310M 0.48%
7,588,848
+558,862
47
$308M 0.48%
2,846,340
+233,926
48
$303M 0.47%
3,966,404
+217,114
49
$294M 0.46%
2,789,912
-224,392
50
$289M 0.45%
1,996,016
+350,425
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