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
826
$6.58M 0.01%
73,983
-1,357
827
$6.58M 0.01%
89,813
+7,576
828
$6.57M 0.01%
172,489
+54,338
829
$6.57M 0.01%
74,540
+3,960
830
$6.56M 0.01%
36,928
+3,227
831
$6.53M 0.01%
264,703
+23,271
832
$6.52M 0.01%
174,266
-91,563
833
$6.51M 0.01%
237,630
+16,756
834
$6.5M 0.01%
198,161
+20,785
835
$6.49M 0.01%
190,135
+33,396
836
$6.48M 0.01%
86,485
-1,257
837
$6.48M 0.01%
63,105
+8,618
838
$6.46M 0.01%
134,164
-4,979
839
$6.45M 0.01%
1,612
+99
840
$6.43M 0.01%
102,476
+16,119
841
$6.42M 0.01%
89,124
-240
842
$6.42M 0.01%
181,628
+48,785
843
$6.39M 0.01%
47,102
+6,895
844
$6.39M 0.01%
153,202
-978
845
$6.38M 0.01%
216,681
-476,831
846
$6.37M 0.01%
122,381
-1,762
847
$6.36M 0.01%
191,186
+1,977
848
$6.35M 0.01%
207,640
-7,994
849
$6.32M 0.01%
+316,391
850
$6.31M 0.01%
89,944
+3,331
32 33
34
35 36