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
1401
$2.32M ﹤0.01%
19,680
-520
1402
$2.32M ﹤0.01%
639,942
+72,664
1403
$2.31M ﹤0.01%
50,705
+7,077
1404
$2.31M ﹤0.01%
48,857
+579
1405
$2.31M ﹤0.01%
143,000
1406
$2.31M ﹤0.01%
89,018
+796
1407
$2.31M ﹤0.01%
197,082
+172,097
1408
$2.3M ﹤0.01%
59,513
-3,045
1409
$2.3M ﹤0.01%
119,238
+6,548
1410
$2.29M ﹤0.01%
114,999
+3,565
1411
$2.29M ﹤0.01%
18,896
-882
1412
$2.29M ﹤0.01%
60,546
+5,939
1413
$2.28M ﹤0.01%
+252,423
1414
$2.28M ﹤0.01%
64,703
+23,915
1415
$2.28M ﹤0.01%
91,294
+2,008
1416
$2.27M ﹤0.01%
25,162
-4,097
1417
$2.27M ﹤0.01%
12,551
+160
1418
$2.26M ﹤0.01%
57,380
-426
1419
$2.26M ﹤0.01%
84,959
+4,167
1420
$2.26M ﹤0.01%
22,250
-15,664
1421
$2.25M ﹤0.01%
55,823
-24,188
1422
$2.25M ﹤0.01%
43,824
-1,769
1423
$2.25M ﹤0.01%
160,456
+5,662
1424
$2.24M ﹤0.01%
30,710
+6,064
1425
$2.24M ﹤0.01%
121,678
+17,448
55 56
57
58 59