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
1351
$2.55M ﹤0.01%
14,769
+1,044
1352
$2.55M ﹤0.01%
29,277
1353
$2.54M ﹤0.01%
66,557
+49,227
1354
$2.54M ﹤0.01%
247,330
-4,558
1355
$2.53M ﹤0.01%
28,016
-16,939
1356
$2.52M ﹤0.01%
132,827
+2,913
1357
$2.52M ﹤0.01%
78,826
+8,032
1358
$2.51M ﹤0.01%
153,752
-8,695
1359
$2.51M ﹤0.01%
158,804
+1,100
1360
$2.5M ﹤0.01%
56,107
+7,804
1361
$2.5M ﹤0.01%
168,272
-194,139
1362
$2.49M ﹤0.01%
122,805
+14,226
1363
$2.49M ﹤0.01%
+418,421
1364
$2.49M ﹤0.01%
26,387
-189,559
1365
$2.48M ﹤0.01%
47,376
+1,845
1366
$2.48M ﹤0.01%
74,025
-25,828
1367
$2.48M ﹤0.01%
143,682
+60,952
1368
$2.48M ﹤0.01%
33,793
-34,333
1369
$2.45M ﹤0.01%
51,000
+26,265
1370
$2.45M ﹤0.01%
87,175
-2,872
1371
$2.45M ﹤0.01%
85,420
-784
1372
$2.44M ﹤0.01%
53,962
+2,554
1373
$2.44M ﹤0.01%
20,131
+268
1374
$2.44M ﹤0.01%
87,263
+760
1375
$2.43M ﹤0.01%
64,814
+7,659
53 54
55
56 57