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
1226
$3M ﹤0.01%
102,588
-105
1227
$2.99M ﹤0.01%
57,793
+106
1228
$2.99M ﹤0.01%
19,129
+933
1229
$2.98M ﹤0.01%
38,908
+8,977
1230
$2.97M ﹤0.01%
31,705
-8,307
1231
$2.97M ﹤0.01%
141,152
+12,158
1232
$2.97M ﹤0.01%
23,179
+1,415
1233
$2.96M ﹤0.01%
140,555
+54,649
1234
$2.96M ﹤0.01%
160,546
+1,328
1235
$2.96M ﹤0.01%
73,783
-8,843
1236
$2.95M ﹤0.01%
85,702
-17
1237
$2.95M ﹤0.01%
106,644
+3,984
1238
$2.95M ﹤0.01%
134,367
-97,705
1239
$2.95M ﹤0.01%
84,443
-11,380
1240
$2.94M ﹤0.01%
27,235
+2,239
1241
$2.94M ﹤0.01%
29,491
+1,887
1242
$2.94M ﹤0.01%
141,322
-3,198
1243
$2.94M ﹤0.01%
13,462
-221
1244
$2.93M ﹤0.01%
26,833
+3,655
1245
$2.93M ﹤0.01%
18,094
+648
1246
$2.92M ﹤0.01%
19,268
-917
1247
$2.92M ﹤0.01%
99,604
+1,738
1248
$2.92M ﹤0.01%
38,921
+14,808
1249
$2.91M ﹤0.01%
74,321
+3,832
1250
$2.91M ﹤0.01%
126,712
-6,047
48 49
50
51 52