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
676
$9.43M 0.01%
256,138
+19,157
677
$9.43M 0.01%
146,048
+6,927
678
$9.42M 0.01%
104,064
-67,357
679
$9.4M 0.01%
91,318
-354
680
$9.35M 0.01%
67,245
+17,186
681
$9.3M 0.01%
39,280
-1,204
682
$9.26M 0.01%
64,957
-2,201
683
$9.26M 0.01%
100,495
+6,605
684
$9.25M 0.01%
96,552
-6,288
685
$9.25M 0.01%
142,126
-6,357
686
$9.19M 0.01%
22,909
-8,830
687
$9.15M 0.01%
67,229
+6,396
688
$9.13M 0.01%
188,134
-182
689
$9.09M 0.01%
7,026
-229
690
$9.08M 0.01%
18,288
-702
691
$9.06M 0.01%
461,387
-37,008
692
$9.04M 0.01%
250,415
-34,006
693
$9.04M 0.01%
197,998
-11,160
694
$9.04M 0.01%
119,219
-230
695
$9.02M 0.01%
427,049
-543,354
696
$9.01M 0.01%
120,213
-30,243
697
$9.01M 0.01%
589,891
+92,920
698
$9M 0.01%
108,423
+104,039
699
$8.95M 0.01%
159,476
+131,325
700
$8.89M 0.01%
145,401
+124,144
26 27
28
29 30