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
1001
$4.67M 0.01%
186,507
-29,137
1002
$4.66M 0.01%
26,358
-43
1003
$4.66M 0.01%
53,181
+27,988
1004
$4.66M 0.01%
197,167
-4,674
1005
$4.66M 0.01%
47,206
+1,031
1006
$4.66M 0.01%
58,271
+49,150
1007
$4.65M 0.01%
+75,262
1008
$4.64M 0.01%
83,666
+56,468
1009
$4.62M 0.01%
69,118
+4,088
1010
$4.62M 0.01%
72,858
+9,451
1011
$4.61M 0.01%
49,414
+42,243
1012
$4.6M 0.01%
72,348
+260
1013
$4.6M 0.01%
21,157
+1,079
1014
$4.57M 0.01%
278,100
+9,759
1015
$4.56M 0.01%
233,808
+10,078
1016
$4.56M 0.01%
76,563
-3,451
1017
$4.56M 0.01%
25,516
-139
1018
$4.55M 0.01%
239,195
+36,579
1019
$4.54M 0.01%
185,447
-579
1020
$4.52M 0.01%
126,865
+7,819
1021
$4.49M 0.01%
16,407
+3,230
1022
$4.48M 0.01%
160,174
-1,857
1023
$4.48M 0.01%
36,091
-224
1024
$4.47M 0.01%
91,168
-4,671
1025
$4.47M 0.01%
37,495
+1,761
39 40
41
42 43