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
651
$9.99M 0.02%
535,999
-96,829
652
$9.95M 0.02%
100,341
+74,953
653
$9.94M 0.02%
207,060
+182,475
654
$9.87M 0.02%
174,692
+7,859
655
$9.85M 0.02%
4,584
-54
656
$9.8M 0.02%
63,289
-7,100
657
$9.77M 0.02%
73,470
-19,536
658
$9.77M 0.02%
29,379
-1,809
659
$9.75M 0.02%
698,075
+117,145
660
$9.75M 0.02%
210,162
-225,682
661
$9.72M 0.02%
180,246
+3,076
662
$9.71M 0.02%
121,857
+2,033
663
$9.71M 0.02%
112,799
+8,558
664
$9.69M 0.02%
236,614
-120,271
665
$9.62M 0.02%
82,603
+10,226
666
$9.61M 0.02%
246,578
-25,366
667
$9.58M 0.02%
335,206
+88,991
668
$9.55M 0.01%
98,921
+8,777
669
$9.5M 0.01%
49,697
-1,313
670
$9.5M 0.01%
186,586
+1,518
671
$9.49M 0.01%
464,078
+345,407
672
$9.48M 0.01%
136,744
+51,947
673
$9.48M 0.01%
303,494
-14,846
674
$9.45M 0.01%
444,854
-66,515
675
$9.43M 0.01%
66,035
-3,069
25 26
27
28 29