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
1326
$2.62M ﹤0.01%
45,424
-956
1327
$2.62M ﹤0.01%
18,032
-2,557
1328
$2.62M ﹤0.01%
132,253
-9,769
1329
$2.61M ﹤0.01%
79,186
+58,871
1330
$2.61M ﹤0.01%
135,949
+1,307
1331
$2.61M ﹤0.01%
501,818
+219,812
1332
$2.61M ﹤0.01%
45,832
+2,801
1333
$2.6M ﹤0.01%
133,702
+86,322
1334
$2.59M ﹤0.01%
3,112
-2,552
1335
$2.59M ﹤0.01%
14,002
+1,453
1336
$2.59M ﹤0.01%
128,660
+25,651
1337
$2.59M ﹤0.01%
55,340
-360
1338
$2.59M ﹤0.01%
43,117
-31,370
1339
$2.58M ﹤0.01%
38,028
+3,551
1340
$2.58M ﹤0.01%
104,197
-2,660
1341
$2.58M ﹤0.01%
51,370
-11,931
1342
$2.57M ﹤0.01%
207,943
-51,034
1343
$2.57M ﹤0.01%
80,826
+71,589
1344
$2.57M ﹤0.01%
138,747
+37,857
1345
$2.57M ﹤0.01%
32,006
+125
1346
$2.56M ﹤0.01%
47,684
+839
1347
$2.56M ﹤0.01%
81,895
-1,898
1348
$2.56M ﹤0.01%
118,961
-55,331
1349
$2.56M ﹤0.01%
15,794
+506
1350
$2.55M ﹤0.01%
32,900
-1,960
52 53
54
55 56