Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
101
$150M 0.23%
1,520,071
+51,095
102
$148M 0.23%
310,387
-41,181
103
$144M 0.23%
970,351
+48,555
104
$142M 0.22%
2,811,600
-67,939
105
$140M 0.22%
2,507,111
+17,413
106
$139M 0.22%
360,927
-27,440
107
$138M 0.22%
2,479,690
+134,324
108
$138M 0.22%
1,793,268
-110,138
109
$137M 0.21%
3,237,786
+118,911
110
$136M 0.21%
1,459,812
-145,640
111
$134M 0.21%
1,817,995
-83,102
112
$134M 0.21%
2,950,730
-97,395
113
$132M 0.21%
3,413,322
+217,018
114
$132M 0.21%
1,892,800
+36,416
115
$132M 0.21%
5,122,312
+84,754
116
$131M 0.2%
387,464
+27,257
117
$129M 0.2%
1,201,293
+645,444
118
$127M 0.2%
2,772,699
+193,407
119
$126M 0.2%
4,456,961
+3,578,420
120
$126M 0.2%
932,492
+29,619
121
$125M 0.2%
1,097,625
+139,821
122
$124M 0.19%
575,469
+6,924
123
$123M 0.19%
550,001
-35,635
124
$122M 0.19%
699,779
-317
125
$122M 0.19%
1,199,559
+111,905
3 4
5
6 7