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
1101
$3.83M 0.01%
58,654
+2,384
1102
$3.83M 0.01%
456,749
+21,157
1103
$3.81M 0.01%
+77,900
1104
$3.81M 0.01%
302,865
-9,769
1105
$3.81M 0.01%
48,363
-1,339
1106
$3.8M 0.01%
162,389
-30,948
1107
$3.8M 0.01%
102,553
-5,361
1108
$3.79M 0.01%
992,741
+12,805
1109
$3.79M 0.01%
103,128
+12,251
1110
$3.79M 0.01%
115,452
-180
1111
$3.77M 0.01%
71,672
-12,507
1112
$3.77M 0.01%
159,550
-56,210
1113
$3.76M 0.01%
136,613
+58,187
1114
$3.75M 0.01%
215,157
+8,102
1115
$3.75M 0.01%
96,836
+889
1116
$3.75M 0.01%
52,702
+4,044
1117
$3.73M 0.01%
47,031
-10,205
1118
$3.73M 0.01%
95,400
+18,708
1119
$3.72M 0.01%
107,005
+8,144
1120
$3.71M 0.01%
181,363
-6,000
1121
$3.7M 0.01%
326,238
+4,118
1122
$3.69M 0.01%
54,780
-857
1123
$3.69M 0.01%
85,760
+10,399
1124
$3.69M 0.01%
105,918
+44,940
1125
$3.68M 0.01%
74,466
-36,903
43 44
45
46 47