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
601
$11.8M 0.02%
456,812
+6,728
602
$11.8M 0.02%
215,808
+39,680
603
$11.8M 0.02%
120,825
+813
604
$11.7M 0.02%
174,694
+371
605
$11.7M 0.02%
411,838
-16,394
606
$11.6M 0.02%
56,363
+2,084
607
$11.6M 0.02%
423,117
-461,485
608
$11.5M 0.02%
32,829
-27,577
609
$11.5M 0.02%
122,255
+2,037
610
$11.5M 0.02%
444,528
-8,636
611
$11.5M 0.02%
444,618
+37,408
612
$11.4M 0.02%
135,031
+1,095
613
$11.4M 0.02%
62,780
-2,269
614
$11.3M 0.02%
306,320
-34,246
615
$11.3M 0.02%
757,332
-820,626
616
$11.3M 0.02%
54,587
-1,261
617
$11.3M 0.02%
178,006
-48,313
618
$11.2M 0.02%
106,872
+28,744
619
$11.2M 0.02%
71,837
-4,967
620
$11.1M 0.02%
245,846
+10,458
621
$11.1M 0.02%
494,468
-11,690
622
$11M 0.02%
52,305
+2,779
623
$10.9M 0.02%
33,463
+860
624
$10.9M 0.02%
171,952
-5,234
625
$10.9M 0.02%
155,803
+30,069
23 24
25
26 27