Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
51
$289M 0.45%
1,306,621
-89,823
52
$289M 0.45%
3,374,628
+288,152
53
$287M 0.45%
1,481,999
+19,820
54
$282M 0.44%
1,547,696
+56,922
55
$280M 0.44%
7,491,905
+553,245
56
$272M 0.43%
1,241,628
-364,010
57
$266M 0.42%
5,466,720
+98,520
58
$256M 0.4%
1,815,640
+193,210
59
$253M 0.4%
2,591,154
+50,850
60
$251M 0.39%
3,237,944
+106,125
61
$247M 0.39%
1,423,882
+43,507
62
$241M 0.38%
1,566,905
+177,524
63
$239M 0.37%
735,836
+36,438
64
$234M 0.37%
1,418,856
-92,035
65
$233M 0.37%
958,966
+23,800
66
$230M 0.36%
1,022,239
-3,081
67
$229M 0.36%
725,915
-6,434
68
$226M 0.35%
917,113
+12,090
69
$224M 0.35%
5,710,238
-1,118,184
70
$223M 0.35%
608,726
-37,873
71
$218M 0.34%
4,557,044
-92,068
72
$217M 0.34%
572,905
+20,780
73
$211M 0.33%
2,198,692
+71,431
74
$208M 0.33%
6,693,625
-129,450
75
$208M 0.33%
762,781
+19,207
1 2
3
4 5