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
1251
$2.91M ﹤0.01%
80,852
+7,903
1252
$2.91M ﹤0.01%
65,047
-95,901
1253
$2.91M ﹤0.01%
205,029
+6,095
1254
$2.9M ﹤0.01%
63,584
-94,583
1255
$2.9M ﹤0.01%
17,350
+311
1256
$2.9M ﹤0.01%
31,746
-3,301
1257
$2.89M ﹤0.01%
34,823
-5,933
1258
$2.88M ﹤0.01%
148,269
+18,917
1259
$2.88M ﹤0.01%
86,564
+1,211
1260
$2.88M ﹤0.01%
17,183
+17
1261
$2.87M ﹤0.01%
55,883
-5,685
1262
$2.86M ﹤0.01%
113,831
-24,933
1263
$2.86M ﹤0.01%
31,306
-4,037
1264
$2.86M ﹤0.01%
75,000
1265
$2.86M ﹤0.01%
86,092
+5,996
1266
$2.86M ﹤0.01%
222,517
+4,162
1267
$2.85M ﹤0.01%
82,568
+38,075
1268
$2.85M ﹤0.01%
219,888
+159,566
1269
$2.84M ﹤0.01%
85,229
+19,916
1270
$2.84M ﹤0.01%
82,856
+1,736
1271
$2.84M ﹤0.01%
88,221
-5,368
1272
$2.84M ﹤0.01%
124,743
+9,760
1273
$2.83M ﹤0.01%
111,681
-8,104
1274
$2.83M ﹤0.01%
134,091
-2,952
1275
$2.83M ﹤0.01%
130,741
-89,802
49 50
51
52 53