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
476
$17.9M 0.03%
150,810
+13,099
477
$17.7M 0.03%
273,339
-605,088
478
$17.6M 0.03%
319,303
+12,897
479
$17.6M 0.03%
235,306
-4,581
480
$17.5M 0.03%
94,593
+12,856
481
$17.4M 0.03%
675,393
+215,014
482
$17.4M 0.03%
427,865
-56,742
483
$17.3M 0.03%
271,373
+74,818
484
$17.3M 0.03%
435,452
-4,929
485
$17.2M 0.03%
360,577
+22,126
486
$17.1M 0.03%
262,551
-16,231
487
$17.1M 0.03%
45,453
+14,449
488
$17M 0.03%
276,633
+10,837
489
$17M 0.03%
71,009
+41,339
490
$16.8M 0.03%
77,659
-2,518
491
$16.7M 0.03%
344,855
+20,086
492
$16.7M 0.03%
478,596
-18,365
493
$16.7M 0.03%
702,248
+38,500
494
$16.6M 0.03%
164,909
+18,216
495
$16.6M 0.03%
184,912
-270
496
$16.5M 0.03%
138,504
+280
497
$16.4M 0.03%
589,062
-160,340
498
$16.3M 0.03%
195,861
-4,051
499
$16.3M 0.03%
393,018
-9,610
500
$16.2M 0.03%
1,348,564
+1,925
18 19
20
21 22