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
626
$10.9M 0.02%
384,203
+143,423
627
$10.9M 0.02%
881,357
+351,810
628
$10.9M 0.02%
58,704
-458
629
$10.8M 0.02%
323,023
+204,064
630
$10.8M 0.02%
185,983
-968
631
$10.8M 0.02%
301,386
+2,066
632
$10.8M 0.02%
76,357
+2,865
633
$10.8M 0.02%
136,685
-3,317
634
$10.7M 0.02%
188,737
+3,020
635
$10.7M 0.02%
71,427
+11,470
636
$10.6M 0.02%
273,681
+25,960
637
$10.6M 0.02%
164,625
+6,364
638
$10.6M 0.02%
452,336
+43,392
639
$10.5M 0.02%
1,041,537
-375,416
640
$10.4M 0.02%
89,789
-16,413
641
$10.4M 0.02%
211,032
+77,346
642
$10.3M 0.02%
+369,402
643
$10.3M 0.02%
115,470
+3,310
644
$10.2M 0.02%
21,842
-14,727
645
$10.2M 0.02%
107,398
-2,039
646
$10.2M 0.02%
112,418
+9,125
647
$10.2M 0.02%
42,659
-2,059
648
$10.2M 0.02%
880,460
-143,606
649
$10.1M 0.02%
47,971
-1,963
650
$10M 0.02%
293,991
+218,787
24 25
26
27 28