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
1126
$3.68M 0.01%
165,063
-1,069
1127
$3.67M 0.01%
37,300
+913
1128
$3.67M 0.01%
300,882
+5,093
1129
$3.66M 0.01%
67,217
+7,524
1130
$3.65M 0.01%
124,270
-2,253
1131
$3.63M 0.01%
54,715
+25,803
1132
$3.63M 0.01%
48,408
+2,740
1133
$3.63M 0.01%
184,447
+8,943
1134
$3.63M 0.01%
33,842
-4,375
1135
$3.61M 0.01%
2,800
+117
1136
$3.61M 0.01%
106,217
+57,320
1137
$3.6M 0.01%
188,416
-1,334
1138
$3.6M 0.01%
35,539
+1,186
1139
$3.6M 0.01%
148,810
+1,450
1140
$3.59M 0.01%
11,819
+166
1141
$3.59M 0.01%
59,060
+5,203
1142
$3.59M 0.01%
1,304,451
+110,718
1143
$3.58M 0.01%
48,634
-786
1144
$3.58M 0.01%
31,988
-619
1145
$3.58M 0.01%
74,468
+9,217
1146
$3.57M 0.01%
140,184
+2,095
1147
$3.57M 0.01%
31,185
-18,287
1148
$3.55M 0.01%
32,854
-25,870
1149
$3.55M 0.01%
43,729
+13,671
1150
$3.54M 0.01%
13,933
+1,035
44 45
46
47 48