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
851
$6.3M 0.01%
183,233
+44,533
852
$6.27M 0.01%
42,897
-218
853
$6.26M 0.01%
84,131
-1,258
854
$6.25M 0.01%
607,447
-204,705
855
$6.23M 0.01%
248,263
-9,072
856
$6.22M 0.01%
250,813
+72,424
857
$6.22M 0.01%
94,851
+14,175
858
$6.21M 0.01%
202,761
-12,984
859
$6.21M 0.01%
192,239
+4,640
860
$6.19M 0.01%
108,101
+14,715
861
$6.18M 0.01%
160,273
+27,592
862
$6.18M 0.01%
94,429
-28,388
863
$6.17M 0.01%
48,660
+1,726
864
$6.16M 0.01%
281,852
-38,263
865
$6.15M 0.01%
596,272
+13,264
866
$6.12M 0.01%
59,335
+6,374
867
$6.11M 0.01%
44,354
-6,711
868
$6.11M 0.01%
150,245
-1,440
869
$6.09M 0.01%
25,200
+2,839
870
$6.09M 0.01%
77,878
-15,878
871
$6.04M 0.01%
666,481
-87,293
872
$6.04M 0.01%
142,110
-2,075
873
$6.04M 0.01%
88,731
-5,559
874
$6.02M 0.01%
156,877
+14,571
875
$6.01M 0.01%
107,082
+11,462
33 34
35
36 37