Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
76
$206M 0.32%
1,550,574
+25,747
77
$200M 0.31%
1,189,689
+65,237
78
$200M 0.31%
785,879
+11,491
79
$198M 0.31%
1,228,776
-341,217
80
$198M 0.31%
1,174,549
+110,604
81
$196M 0.31%
1,803,506
-10,164
82
$194M 0.3%
2,313,223
-1,086,763
83
$194M 0.3%
4,647,175
+564,825
84
$193M 0.3%
688,539
+33,841
85
$193M 0.3%
2,041,317
-691,204
86
$192M 0.3%
1,607,587
-239,988
87
$188M 0.29%
3,359,657
-33,223
88
$182M 0.29%
2,202,734
+175,764
89
$177M 0.28%
1,405,405
+77,310
90
$171M 0.27%
934,294
+26,212
91
$169M 0.26%
3,560,592
+148,083
92
$164M 0.26%
3,335,155
+236,548
93
$163M 0.25%
1,057,770
-111,439
94
$158M 0.25%
3,090,679
-60,086
95
$157M 0.25%
1,538,226
+26,023
96
$157M 0.25%
1,190,816
+58,931
97
$155M 0.24%
882,678
+48,129
98
$154M 0.24%
1,311,990
+33,299
99
$154M 0.24%
1,871,874
-214,278
100
$152M 0.24%
772,287
+4,532
2 3
4
5 6