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
551
$13.9M 0.02%
157,191
-9,583
552
$13.8M 0.02%
151,212
+57,616
553
$13.8M 0.02%
169,593
+76,584
554
$13.7M 0.02%
997,460
-14,044
555
$13.6M 0.02%
223,149
-163,344
556
$13.5M 0.02%
229,244
+25,378
557
$13.5M 0.02%
138,288
+553
558
$13.5M 0.02%
96,770
-79,776
559
$13.5M 0.02%
242,939
-17,255
560
$13.5M 0.02%
229,313
+85,933
561
$13.4M 0.02%
217,939
+45,411
562
$13.4M 0.02%
167,920
+57,189
563
$13.4M 0.02%
167,357
-40,631
564
$13.4M 0.02%
271,352
+143,317
565
$13.3M 0.02%
152,167
-17,944
566
$13.3M 0.02%
228,598
-64,428
567
$13.3M 0.02%
28,241
+441
568
$13.3M 0.02%
111,380
-5,278
569
$13.1M 0.02%
+977,447
570
$13M 0.02%
326,755
+160,514
571
$12.9M 0.02%
142,751
+46,277
572
$12.9M 0.02%
238,680
+16,662
573
$12.9M 0.02%
94,804
+9,622
574
$12.9M 0.02%
549,211
-8,334
575
$12.8M 0.02%
181,460
+50,093
21 22
23
24 25