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
776
$7.49M 0.01%
87,772
-13,787
777
$7.46M 0.01%
142,725
+22,853
778
$7.44M 0.01%
65,762
+9,667
779
$7.42M 0.01%
111,402
-3,532
780
$7.41M 0.01%
413,499
+60,575
781
$7.38M 0.01%
55,569
-1,697
782
$7.37M 0.01%
73,265
-1,074
783
$7.36M 0.01%
42,325
-1,995
784
$7.36M 0.01%
212,742
+13,163
785
$7.35M 0.01%
40,966
+6,550
786
$7.33M 0.01%
158,667
+28,961
787
$7.32M 0.01%
124,337
+53,788
788
$7.32M 0.01%
178,531
-18,198
789
$7.27M 0.01%
52,865
+6,766
790
$7.27M 0.01%
75,322
+2,905
791
$7.26M 0.01%
153,789
-34,025
792
$7.23M 0.01%
76,739
-8,969
793
$7.2M 0.01%
140,676
+18,252
794
$7.11M 0.01%
39,686
-12,208
795
$7.1M 0.01%
83,234
-13,861
796
$7.1M 0.01%
229,437
-33,239
797
$7.06M 0.01%
88,217
+229
798
$7.05M 0.01%
139,840
-22,206
799
$7.04M 0.01%
147,518
-77,380
800
$7.04M 0.01%
5,806
-356
30 31
32
33 34