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
801
$6.99M 0.01%
103,571
+2,627
802
$6.98M 0.01%
65,893
-1,264
803
$6.98M 0.01%
99,348
-3,485
804
$6.96M 0.01%
121,267
+3,267
805
$6.95M 0.01%
297,966
-350,393
806
$6.94M 0.01%
118,994
-3,002
807
$6.91M 0.01%
68,615
+3,686
808
$6.91M 0.01%
178,945
-19,890
809
$6.85M 0.01%
177,740
-3,204
810
$6.81M 0.01%
63,737
+1,785
811
$6.78M 0.01%
75,824
+1,170
812
$6.78M 0.01%
103,758
+8,185
813
$6.78M 0.01%
151,803
+15,817
814
$6.77M 0.01%
142,670
-5,628
815
$6.76M 0.01%
32,121
-2,556
816
$6.68M 0.01%
149,963
+4,596
817
$6.65M 0.01%
89,659
+5,606
818
$6.64M 0.01%
59,508
+1,465
819
$6.64M 0.01%
388,444
-189,021
820
$6.63M 0.01%
47,774
+997
821
$6.62M 0.01%
750,119
-545,329
822
$6.62M 0.01%
137,564
+2,527
823
$6.6M 0.01%
90,235
+24,700
824
$6.59M 0.01%
108,687
+532
825
$6.59M 0.01%
23,554
+2,357
31 32
33
34 35