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
726
$8.34M 0.01%
274,010
+1,808
727
$8.32M 0.01%
306,040
-89,640
728
$8.26M 0.01%
92,041
-2,775
729
$8.25M 0.01%
361,760
+299,518
730
$8.25M 0.01%
30,316
+8,857
731
$8.23M 0.01%
55,316
+16,559
732
$8.22M 0.01%
291,547
-99,706
733
$8.15M 0.01%
217,114
+11,176
734
$8.15M 0.01%
27,119
+3,978
735
$8.14M 0.01%
366,045
+5,568
736
$8.12M 0.01%
147,864
+2,287
737
$8.1M 0.01%
143,872
+7,974
738
$8.09M 0.01%
124,467
+114,069
739
$8.08M 0.01%
47,496
+8,279
740
$8.07M 0.01%
122,478
+3,137
741
$8.07M 0.01%
813,404
+41,149
742
$8.07M 0.01%
335,152
+9,215
743
$8.05M 0.01%
65,707
+48,341
744
$8.02M 0.01%
161,087
-4,086
745
$7.98M 0.01%
177,489
-20,011
746
$7.96M 0.01%
120,215
-13,908
747
$7.93M 0.01%
94,777
+724
748
$7.9M 0.01%
20,578
+3,808
749
$7.9M 0.01%
223,287
+24,156
750
$7.89M 0.01%
155,995
-77,909
28 29
30
31 32