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
976
$4.95M 0.01%
78,618
+16,407
977
$4.95M 0.01%
43,610
-8,028
978
$4.94M 0.01%
129,007
+760
979
$4.92M 0.01%
59,885
+215
980
$4.91M 0.01%
136,484
+849
981
$4.91M 0.01%
+193,866
982
$4.9M 0.01%
149,018
-52,691
983
$4.9M 0.01%
135,865
-60,376
984
$4.89M 0.01%
264,206
+46,743
985
$4.87M 0.01%
201,175
-3,485
986
$4.84M 0.01%
50,305
+1,300
987
$4.82M 0.01%
61,004
-2,295
988
$4.81M 0.01%
174,123
-19,511
989
$4.8M 0.01%
95,600
+12,679
990
$4.79M 0.01%
39,957
+5,642
991
$4.79M 0.01%
133,186
+3,538
992
$4.78M 0.01%
234,043
-10,299
993
$4.76M 0.01%
133,916
-6,316
994
$4.72M 0.01%
181,126
-149,566
995
$4.72M 0.01%
82,355
-3,021
996
$4.72M 0.01%
183,270
-56,061
997
$4.71M 0.01%
125,365
-9,558
998
$4.71M 0.01%
185,912
+559
999
$4.7M 0.01%
56,039
-2,684
1000
$4.67M 0.01%
148,125
-4,095
38 39
40
41 42