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
1376
$2.43M ﹤0.01%
11,431
+7,817
1377
$2.42M ﹤0.01%
1,945
-67
1378
$2.42M ﹤0.01%
51,409
+5,755
1379
$2.42M ﹤0.01%
48,206
+5,054
1380
$2.41M ﹤0.01%
76,252
-9,656
1381
$2.41M ﹤0.01%
+86,646
1382
$2.41M ﹤0.01%
31,318
+23,695
1383
$2.4M ﹤0.01%
51,133
-10,816
1384
$2.4M ﹤0.01%
+93,482
1385
$2.38M ﹤0.01%
75,210
+366
1386
$2.38M ﹤0.01%
21,634
+4,150
1387
$2.37M ﹤0.01%
36,625
+3,102
1388
$2.37M ﹤0.01%
65,776
-16,876
1389
$2.37M ﹤0.01%
67,949
+8,867
1390
$2.37M ﹤0.01%
28,814
+9,853
1391
$2.36M ﹤0.01%
+141,545
1392
$2.36M ﹤0.01%
29,470
-17,177
1393
$2.35M ﹤0.01%
69,312
+50,145
1394
$2.34M ﹤0.01%
546,502
-22,158
1395
$2.34M ﹤0.01%
109,137
-782,130
1396
$2.33M ﹤0.01%
15,559
-1,295
1397
$2.33M ﹤0.01%
10,034
+238
1398
$2.33M ﹤0.01%
7,045
-37
1399
$2.33M ﹤0.01%
87,413
-7,812
1400
$2.33M ﹤0.01%
61,980
-1,136
54 55
56
57 58