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
526
$14.9M 0.02%
246,716
-139,394
527
$14.8M 0.02%
71,869
-3,540
528
$14.8M 0.02%
415,366
-77,984
529
$14.8M 0.02%
141,819
-16,834
530
$14.8M 0.02%
206,399
+125,597
531
$14.7M 0.02%
557,328
+9,645
532
$14.7M 0.02%
668,001
-29,688
533
$14.7M 0.02%
64,709
-12,666
534
$14.7M 0.02%
601,119
+35,291
535
$14.7M 0.02%
188,496
-30,357
536
$14.7M 0.02%
45,791
-1,304
537
$14.5M 0.02%
97,689
-114,049
538
$14.4M 0.02%
36,517
+9,511
539
$14.4M 0.02%
856,246
+200,048
540
$14.3M 0.02%
915,464
+122,056
541
$14.3M 0.02%
+77,636
542
$14.3M 0.02%
191,871
+582
543
$14.2M 0.02%
12,364
-562
544
$14.1M 0.02%
139,280
-1,493
545
$14.1M 0.02%
637,709
+32,285
546
$14.1M 0.02%
26,203
-562
547
$14.1M 0.02%
151,731
-92,337
548
$14M 0.02%
270,771
+35,776
549
$14M 0.02%
367,607
-44,814
550
$13.9M 0.02%
410,344
+21,427
20 21
22
23 24