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
1301
$2.71M ﹤0.01%
+93,400
1302
$2.7M ﹤0.01%
29,971
-431
1303
$2.7M ﹤0.01%
+124,106
1304
$2.7M ﹤0.01%
89,976
+10,162
1305
$2.7M ﹤0.01%
53,967
-829
1306
$2.7M ﹤0.01%
32,357
+15,472
1307
$2.69M ﹤0.01%
228,749
+10,310
1308
$2.69M ﹤0.01%
128,523
+47,373
1309
$2.69M ﹤0.01%
47,815
+20,006
1310
$2.68M ﹤0.01%
175,676
-106,955
1311
$2.68M ﹤0.01%
30,298
-5,605
1312
$2.68M ﹤0.01%
32,608
-57,930
1313
$2.68M ﹤0.01%
95,788
+3,601
1314
$2.68M ﹤0.01%
115,596
+358
1315
$2.68M ﹤0.01%
25,924
-1,744
1316
$2.67M ﹤0.01%
12,269
+2,245
1317
$2.67M ﹤0.01%
54,462
-435
1318
$2.67M ﹤0.01%
203,402
-80,746
1319
$2.67M ﹤0.01%
27,565
+617
1320
$2.66M ﹤0.01%
60,875
-3,764
1321
$2.66M ﹤0.01%
114,196
+5,486
1322
$2.66M ﹤0.01%
101,526
-70,774
1323
$2.64M ﹤0.01%
4,201
-36
1324
$2.64M ﹤0.01%
35,766
+5,422
1325
$2.63M ﹤0.01%
26,121
-1,104
51 52
53
54 55