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
501
$16.2M 0.03%
349,969
+1,596
502
$16.2M 0.03%
220,090
-185,711
503
$16.2M 0.03%
463,570
-7,174
504
$16.1M 0.03%
113,500
-293
505
$16M 0.03%
121,426
-4,470
506
$15.9M 0.02%
1,774,809
+30,339
507
$15.8M 0.02%
378,900
-9,990
508
$15.7M 0.02%
86,136
-7,512
509
$15.7M 0.02%
246,282
+2,752
510
$15.7M 0.02%
164,781
+26,160
511
$15.6M 0.02%
398,389
-13,763
512
$15.6M 0.02%
55,676
-26,287
513
$15.3M 0.02%
938,230
-18,635
514
$15.3M 0.02%
286,324
-43,244
515
$15.3M 0.02%
194,908
-8,220
516
$15.1M 0.02%
330,241
+109,010
517
$15.1M 0.02%
238,045
+31,614
518
$15M 0.02%
270,940
+245,658
519
$15M 0.02%
39,022
+209
520
$15M 0.02%
95,141
-109,231
521
$15M 0.02%
158,676
-31,882
522
$15M 0.02%
449,051
+117,220
523
$15M 0.02%
127,096
-11,731
524
$14.9M 0.02%
113,794
-2,435
525
$14.9M 0.02%
133,038
+15,016
19 20
21
22 23