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
1176
$3.34M 0.01%
36,913
+854
1177
$3.33M 0.01%
12,114
+6,085
1178
$3.33M 0.01%
74,017
+2,640
1179
$3.33M 0.01%
47,066
+415
1180
$3.32M 0.01%
35,056
-200,628
1181
$3.32M 0.01%
13,744
-132
1182
$3.31M 0.01%
141,252
-18,418
1183
$3.31M 0.01%
17,045
-12,742
1184
$3.31M 0.01%
139,188
+39,093
1185
$3.3M 0.01%
61,435
+1,305
1186
$3.29M 0.01%
54,621
+29,931
1187
$3.29M 0.01%
311,881
-1,131
1188
$3.28M 0.01%
133,704
-279,387
1189
$3.27M 0.01%
39,465
-6,527
1190
$3.27M 0.01%
39,117
+5,339
1191
$3.26M 0.01%
246,171
+90,183
1192
$3.26M 0.01%
38,032
+15,882
1193
$3.26M 0.01%
186,549
-16,505
1194
$3.25M 0.01%
104,347
+4,668
1195
$3.25M 0.01%
14,942
-8,606
1196
$3.25M 0.01%
58,381
+3,413
1197
$3.25M 0.01%
835,931
+395,943
1198
$3.25M 0.01%
35,168
-7,004
1199
$3.25M 0.01%
26,309
+4,185
1200
$3.24M 0.01%
201,109
+8,144
46 47
48
49 50