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
751
$7.89M 0.01%
70,784
-105,935
752
$7.88M 0.01%
153,856
+44,134
753
$7.87M 0.01%
80,689
-1,258
754
$7.83M 0.01%
186,910
-205,295
755
$7.8M 0.01%
539,122
+10,378
756
$7.78M 0.01%
527,060
+39,148
757
$7.77M 0.01%
179,103
-151,427
758
$7.76M 0.01%
38,076
-6,919
759
$7.76M 0.01%
91,805
-27,256
760
$7.74M 0.01%
135,625
-1,640
761
$7.71M 0.01%
336,015
-760
762
$7.7M 0.01%
125,438
+63,094
763
$7.67M 0.01%
84,591
-2,242
764
$7.65M 0.01%
630,760
+38,380
765
$7.59M 0.01%
44,041
+2,552
766
$7.59M 0.01%
149,199
-13,524
767
$7.58M 0.01%
542,754
-38,169
768
$7.58M 0.01%
65,037
-61,311
769
$7.58M 0.01%
58,325
-3,695
770
$7.57M 0.01%
130,436
-27,337
771
$7.57M 0.01%
115,803
+3,946
772
$7.56M 0.01%
179,991
+56,491
773
$7.53M 0.01%
164,295
+76,582
774
$7.5M 0.01%
540,793
-169,094
775
$7.49M 0.01%
63,637
+35,314
29 30
31
32 33