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
1201
$3.23M 0.01%
164,669
+14,183
1202
$3.22M 0.01%
149,993
+1,673
1203
$3.22M 0.01%
82,129
+10,692
1204
$3.21M 0.01%
45,293
+53
1205
$3.21M 0.01%
80,609
+44,243
1206
$3.2M 0.01%
51,155
-2,069
1207
$3.19M 0.01%
72,467
+2,838
1208
$3.18M 0.01%
23,639
+1,038
1209
$3.17M 0.01%
19,872
+1,141
1210
$3.17M 0.01%
135,786
-37,643
1211
$3.13M ﹤0.01%
412,158
-85,909
1212
$3.12M ﹤0.01%
93,209
-132,405
1213
$3.12M ﹤0.01%
61,015
+46,845
1214
$3.11M ﹤0.01%
61,421
+52,246
1215
$3.1M ﹤0.01%
53,771
+10,834
1216
$3.08M ﹤0.01%
112,905
-13,270
1217
$3.08M ﹤0.01%
412,008
+6,430
1218
$3.06M ﹤0.01%
105,713
+42,795
1219
$3.05M ﹤0.01%
51,784
+776
1220
$3.05M ﹤0.01%
23,242
-4,708
1221
$3.03M ﹤0.01%
71,100
-1,530
1222
$3.02M ﹤0.01%
+62,418
1223
$3.02M ﹤0.01%
6,091
-130
1224
$3.02M ﹤0.01%
49,188
+24,739
1225
$3.01M ﹤0.01%
84,633
+3,964
47 48
49
50 51