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
1276
$2.82M ﹤0.01%
215,206
+23,424
1277
$2.81M ﹤0.01%
77,046
+2,283
1278
$2.8M ﹤0.01%
105,066
-24,018
1279
$2.8M ﹤0.01%
57,518
+2,002
1280
$2.78M ﹤0.01%
31,582
+1,429
1281
$2.77M ﹤0.01%
60,580
+6,344
1282
$2.77M ﹤0.01%
61,041
+14,871
1283
$2.77M ﹤0.01%
85,672
+12,411
1284
$2.77M ﹤0.01%
29,567
+1,450
1285
$2.77M ﹤0.01%
98,027
+7,020
1286
$2.76M ﹤0.01%
59,645
-199
1287
$2.76M ﹤0.01%
+198,960
1288
$2.75M ﹤0.01%
139,611
-14,692
1289
$2.75M ﹤0.01%
25,659
-3,198
1290
$2.75M ﹤0.01%
104,175
-2,145
1291
$2.74M ﹤0.01%
141,796
+597
1292
$2.74M ﹤0.01%
87,368
+4,125
1293
$2.73M ﹤0.01%
57,594
-923
1294
$2.73M ﹤0.01%
165,675
-7,422
1295
$2.72M ﹤0.01%
73,364
+14,952
1296
$2.72M ﹤0.01%
316,392
-38,612
1297
$2.72M ﹤0.01%
100,238
+759
1298
$2.72M ﹤0.01%
76,482
+370
1299
$2.72M ﹤0.01%
45,888
+6,605
1300
$2.71M ﹤0.01%
119,920
+1,566
50 51
52
53 54