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
1426
$2.24M ﹤0.01%
17,302
+2,832
1427
$2.24M ﹤0.01%
53,249
+44,829
1428
$2.24M ﹤0.01%
+85,193
1429
$2.23M ﹤0.01%
145,528
-276,382
1430
$2.23M ﹤0.01%
65,173
-22,879
1431
$2.21M ﹤0.01%
239,355
-6,816
1432
$2.21M ﹤0.01%
14,295
-525
1433
$2.21M ﹤0.01%
37,543
+11,664
1434
$2.2M ﹤0.01%
88,008
+5,528
1435
$2.2M ﹤0.01%
33,308
-5,376
1436
$2.2M ﹤0.01%
+161,477
1437
$2.18M ﹤0.01%
69,410
+750
1438
$2.18M ﹤0.01%
56,863
+4,858
1439
$2.18M ﹤0.01%
218,742
+38,302
1440
$2.18M ﹤0.01%
13,056
-1,927
1441
$2.18M ﹤0.01%
19,180
+596
1442
$2.18M ﹤0.01%
25,481
-627
1443
$2.18M ﹤0.01%
131,714
+28,203
1444
$2.17M ﹤0.01%
30,850
+315
1445
$2.17M ﹤0.01%
+67,788
1446
$2.17M ﹤0.01%
107,781
+3,724
1447
$2.17M ﹤0.01%
258,941
-150,111
1448
$2.16M ﹤0.01%
211,719
-8,715
1449
$2.15M ﹤0.01%
32,518
-32
1450
$2.15M ﹤0.01%
168,140
-2,326
56 57
58
59 60