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
1026
$4.47M 0.01%
54,238
-3,912
1027
$4.46M 0.01%
89,888
+85,503
1028
$4.45M 0.01%
75,976
+839
1029
$4.45M 0.01%
89,209
-79
1030
$4.44M 0.01%
489,331
+62,057
1031
$4.44M 0.01%
164,847
+14,558
1032
$4.44M 0.01%
141,487
-8,214
1033
$4.44M 0.01%
101,149
+6,804
1034
$4.42M 0.01%
22,388
-742
1035
$4.41M 0.01%
190,213
+72,102
1036
$4.4M 0.01%
54,281
+11,145
1037
$4.4M 0.01%
134,355
+7,699
1038
$4.4M 0.01%
91,810
-8,562
1039
$4.37M 0.01%
53,214
-1,506
1040
$4.34M 0.01%
79,411
-3,283
1041
$4.29M 0.01%
108,313
-23,802
1042
$4.28M 0.01%
120,380
-968
1043
$4.27M 0.01%
176,711
+6,995
1044
$4.25M 0.01%
57,059
-791
1045
$4.25M 0.01%
40,390
-2,423
1046
$4.24M 0.01%
202,421
+106,125
1047
$4.23M 0.01%
67,804
-3,762
1048
$4.23M 0.01%
70,833
+3,372
1049
$4.21M 0.01%
789,252
+162,859
1050
$4.21M 0.01%
287,970
+4,872
40 41
42
43 44