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
926
$5.48M 0.01%
128,469
+2,265
927
$5.48M 0.01%
139,534
-9,541
928
$5.48M 0.01%
156,156
+5,713
929
$5.47M 0.01%
190,850
-7,780
930
$5.45M 0.01%
96,882
-3,841
931
$5.43M 0.01%
35,635
+14,243
932
$5.42M 0.01%
100,977
-27,394
933
$5.41M 0.01%
100,151
-1,250
934
$5.41M 0.01%
264,299
-82,884
935
$5.4M 0.01%
33,154
+23
936
$5.39M 0.01%
209,902
+41,771
937
$5.39M 0.01%
326,595
-85,099
938
$5.38M 0.01%
78,791
+2,032
939
$5.38M 0.01%
34,469
+5,529
940
$5.37M 0.01%
106,114
+2,809
941
$5.35M 0.01%
128,636
+667
942
$5.35M 0.01%
255,699
+30,618
943
$5.34M 0.01%
135,772
+12,963
944
$5.34M 0.01%
86,537
+10,131
945
$5.33M 0.01%
73,942
-6,583
946
$5.33M 0.01%
616,001
-8,655
947
$5.32M 0.01%
102,133
+71,933
948
$5.31M 0.01%
44,413
-6,987
949
$5.3M 0.01%
20,281
-627
950
$5.3M 0.01%
43,177
-341
36 37
38
39 40