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
951
$5.3M 0.01%
438,005
+106
952
$5.3M 0.01%
250,054
+84,754
953
$5.28M 0.01%
208,529
-100,782
954
$5.26M 0.01%
134,173
-1,266
955
$5.26M 0.01%
273,684
+26,384
956
$5.26M 0.01%
499,133
-8,547
957
$5.25M 0.01%
284,587
+4,658
958
$5.22M 0.01%
432,238
-9,234
959
$5.21M 0.01%
67,478
-722
960
$5.21M 0.01%
70,838
+755
961
$5.16M 0.01%
105,448
-789
962
$5.15M 0.01%
39,066
-1,261
963
$5.14M 0.01%
75,323
+67,332
964
$5.13M 0.01%
157,957
-64,507
965
$5.13M 0.01%
470,210
-504,649
966
$5.13M 0.01%
152,756
-3,102
967
$5.09M 0.01%
45,996
-2,463
968
$5.07M 0.01%
137,586
-3,839
969
$5.06M 0.01%
183,864
-2,320
970
$5.04M 0.01%
93,510
-21,755
971
$5.03M 0.01%
123,538
+5,598
972
$5M 0.01%
85,043
+12,702
973
$4.98M 0.01%
102,642
-29,370
974
$4.98M 0.01%
78,652
-42,603
975
$4.96M 0.01%
72,093
+22,522
37 38
39
40 41