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
1051
$4.2M 0.01%
68,342
+4,925
1052
$4.2M 0.01%
50,526
+33,437
1053
$4.19M 0.01%
48,340
-1,028
1054
$4.19M 0.01%
24,389
+1,501
1055
$4.18M 0.01%
77,678
-14,497
1056
$4.17M 0.01%
187,664
-13,899
1057
$4.16M 0.01%
71,649
+630
1058
$4.16M 0.01%
119,692
+43,425
1059
$4.16M 0.01%
140,460
+30,096
1060
$4.15M 0.01%
285,620
+202,131
1061
$4.14M 0.01%
91,528
+3,410
1062
$4.13M 0.01%
181,513
+20,663
1063
$4.13M 0.01%
443,044
-28,200
1064
$4.12M 0.01%
+173,975
1065
$4.11M 0.01%
78,534
-9,737
1066
$4.11M 0.01%
369,266
-74,200
1067
$4.1M 0.01%
150,491
+53,534
1068
$4.1M 0.01%
50,889
-956
1069
$4.08M 0.01%
123,153
+2,353
1070
$4.07M 0.01%
120,232
-1,179
1071
$4.07M 0.01%
151,710
+22,050
1072
$4.07M 0.01%
35,666
-13,294
1073
$4.06M 0.01%
133,468
+2,511
1074
$4.05M 0.01%
101,535
+46,646
1075
$4.04M 0.01%
39,684
-1,828
41 42
43
44 45