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
876
$6.01M 0.01%
119,765
+6,552
877
$5.99M 0.01%
54,491
-2,239
878
$5.99M 0.01%
263,529
-2,239
879
$5.98M 0.01%
71,492
-15,622
880
$5.97M 0.01%
36,777
+11,661
881
$5.96M 0.01%
327,359
+19,357
882
$5.93M 0.01%
114,947
+1,903
883
$5.92M 0.01%
310,754
+27,204
884
$5.92M 0.01%
70,600
+875
885
$5.91M 0.01%
114,720
-5,961
886
$5.9M 0.01%
74,927
+478
887
$5.88M 0.01%
279,867
+22,902
888
$5.88M 0.01%
87,759
+12,058
889
$5.87M 0.01%
112,291
+2,414
890
$5.87M 0.01%
257,974
-83,701
891
$5.87M 0.01%
81,214
-1,726
892
$5.86M 0.01%
91,237
+10,899
893
$5.85M 0.01%
58,937
+685
894
$5.83M 0.01%
80,331
+12,110
895
$5.83M 0.01%
33,873
+285
896
$5.82M 0.01%
55,347
-4,091
897
$5.81M 0.01%
127,199
+7,212
898
$5.8M 0.01%
235,193
+38,483
899
$5.8M 0.01%
240,097
-56,346
900
$5.8M 0.01%
74,713
+17,936
34 35
36
37 38