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
701
$8.88M 0.01%
425,173
+30,263
702
$8.86M 0.01%
97,928
-3,175
703
$8.86M 0.01%
72,798
-1,467
704
$8.82M 0.01%
123,462
-53,164
705
$8.79M 0.01%
156,562
+5,298
706
$8.79M 0.01%
91,404
-434
707
$8.79M 0.01%
124,383
-51
708
$8.78M 0.01%
178,385
+138,222
709
$8.71M 0.01%
71,922
-932
710
$8.71M 0.01%
206,540
-18,196
711
$8.7M 0.01%
187,870
+3,509
712
$8.63M 0.01%
211,587
713
$8.63M 0.01%
71,109
+1,052
714
$8.59M 0.01%
71,774
+390
715
$8.57M 0.01%
355,478
+243,221
716
$8.51M 0.01%
648,788
-10,751
717
$8.5M 0.01%
486,289
-211,616
718
$8.46M 0.01%
20,529
-18,237
719
$8.45M 0.01%
353,736
-323,440
720
$8.44M 0.01%
64,136
+3,488
721
$8.44M 0.01%
192,302
+2,315
722
$8.43M 0.01%
312,053
-413,630
723
$8.42M 0.01%
50,071
+20,728
724
$8.38M 0.01%
170,693
+14,424
725
$8.37M 0.01%
99,703
+3,978
27 28
29
30 31