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
1151
$3.53M 0.01%
87,435
+5,728
1152
$3.52M 0.01%
31,181
+1,005
1153
$3.52M 0.01%
133,210
-3,068
1154
$3.52M 0.01%
90,534
-820
1155
$3.51M 0.01%
63,917
-16,428
1156
$3.51M 0.01%
29,555
-637
1157
$3.49M 0.01%
127,016
-1,634
1158
$3.48M 0.01%
31,518
+318
1159
$3.48M 0.01%
72,562
+45,348
1160
$3.48M 0.01%
209,663
+8,920
1161
$3.46M 0.01%
48,423
+8,317
1162
$3.46M 0.01%
17,965
-575
1163
$3.46M 0.01%
56,588
-5,256
1164
$3.44M 0.01%
42,067
+5,920
1165
$3.42M 0.01%
116,115
+10,170
1166
$3.42M 0.01%
443,600
+20,921
1167
$3.4M 0.01%
26,432
+306
1168
$3.39M 0.01%
174,939
-1,820
1169
$3.39M 0.01%
49,360
-2,335
1170
$3.38M 0.01%
135,978
+4,033
1171
$3.38M 0.01%
44,598
1172
$3.37M 0.01%
68,468
-6,472
1173
$3.36M 0.01%
104,122
-237,401
1174
$3.35M 0.01%
48,218
+114
1175
$3.35M 0.01%
324,016
-64,440
45 46
47
48 49