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
1076
$4.03M 0.01%
99,771
-14,453
1077
$4.02M 0.01%
64,662
-10,146
1078
$4.01M 0.01%
294,690
-270,150
1079
$4.01M 0.01%
98,832
+69,714
1080
$4M 0.01%
128,911
+2,216
1081
$3.98M 0.01%
259,181
-40,002
1082
$3.98M 0.01%
134,886
+2,774
1083
$3.97M 0.01%
86,719
-36,679
1084
$3.96M 0.01%
128,604
+62,777
1085
$3.96M 0.01%
317,329
-3,518
1086
$3.96M 0.01%
71,729
-687
1087
$3.95M 0.01%
41,249
+503
1088
$3.92M 0.01%
88,744
+14,957
1089
$3.92M 0.01%
52,766
+26,727
1090
$3.91M 0.01%
19,435
+912
1091
$3.91M 0.01%
114,989
+58,129
1092
$3.9M 0.01%
54,481
-5,982
1093
$3.9M 0.01%
94,195
-9,318
1094
$3.9M 0.01%
43,447
-603
1095
$3.9M 0.01%
247,682
+194,274
1096
$3.87M 0.01%
167,694
+25,645
1097
$3.87M 0.01%
53,770
+12,161
1098
$3.87M 0.01%
148,294
-73,744
1099
$3.86M 0.01%
84,287
+1,765
1100
$3.83M 0.01%
41,595
+1,027
42 43
44
45 46