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
576
$12.8M 0.02%
155,885
-449
577
$12.8M 0.02%
513,502
+9,136
578
$12.8M 0.02%
279,522
+44,897
579
$12.8M 0.02%
181,242
-7,409
580
$12.8M 0.02%
87,972
+373
581
$12.7M 0.02%
557,412
+535,026
582
$12.7M 0.02%
549,618
+43,843
583
$12.7M 0.02%
88,082
-22,369
584
$12.7M 0.02%
92,939
-2,852
585
$12.7M 0.02%
207,475
-16,305
586
$12.7M 0.02%
78,996
+5,225
587
$12.6M 0.02%
210,611
-5,470
588
$12.5M 0.02%
449,340
+243,418
589
$12.4M 0.02%
225,805
-2,553
590
$12.4M 0.02%
203,723
+14,524
591
$12.4M 0.02%
156,231
+3,069
592
$12.3M 0.02%
199,986
+6,101
593
$12.3M 0.02%
423,480
-370,299
594
$12.2M 0.02%
31,717
-31,810
595
$12.2M 0.02%
982,362
+347,971
596
$12.2M 0.02%
58,229
-6,359
597
$12.1M 0.02%
38,571
-6,304
598
$12M 0.02%
641,646
-922,273
599
$12M 0.02%
677,838
+113,583
600
$11.9M 0.02%
216,292
+60,431
22 23
24
25 26