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
901
$5.79M 0.01%
441,294
+17,196
902
$5.78M 0.01%
224,882
+63,064
903
$5.78M 0.01%
308,041
+1,991
904
$5.76M 0.01%
19,543
+175
905
$5.76M 0.01%
508,658
-32,802
906
$5.75M 0.01%
52,351
-572
907
$5.75M 0.01%
79,287
-3,192
908
$5.75M 0.01%
18,934
+1,315
909
$5.75M 0.01%
+60,021
910
$5.71M 0.01%
145,258
-743
911
$5.71M 0.01%
486,161
-103,642
912
$5.65M 0.01%
49,330
-419
913
$5.64M 0.01%
418,305
+6,243
914
$5.64M 0.01%
138,017
-84,948
915
$5.63M 0.01%
107,870
+139
916
$5.61M 0.01%
179,715
+8,016
917
$5.61M 0.01%
62,040
+474
918
$5.6M 0.01%
79,347
+1,176
919
$5.6M 0.01%
453,718
-201,394
920
$5.59M 0.01%
165,999
+56,060
921
$5.59M 0.01%
704,074
+176,991
922
$5.57M 0.01%
84,346
-45,217
923
$5.57M 0.01%
4,624
-375
924
$5.52M 0.01%
85,915
+1,613
925
$5.51M 0.01%
30,330
-13,590
35 36
37
38 39