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
1451
$2.15M ﹤0.01%
24,281
-43
1452
$2.15M ﹤0.01%
81,743
+8,278
1453
$2.15M ﹤0.01%
40,509
+7,189
1454
$2.15M ﹤0.01%
53,379
-13,951
1455
$2.14M ﹤0.01%
34,284
+3,925
1456
$2.12M ﹤0.01%
31,174
+1,793
1457
$2.12M ﹤0.01%
45,895
+5,132
1458
$2.12M ﹤0.01%
64,747
-3,767
1459
$2.11M ﹤0.01%
35,971
+9,133
1460
$2.11M ﹤0.01%
21,979
-60,286
1461
$2.09M ﹤0.01%
97,001
-2,167
1462
$2.09M ﹤0.01%
77,000
1463
$2.09M ﹤0.01%
61,160
+5,284
1464
$2.09M ﹤0.01%
131,496
+4,403
1465
$2.09M ﹤0.01%
21,971
-2,470
1466
$2.09M ﹤0.01%
149,652
+116,924
1467
$2.09M ﹤0.01%
+63,786
1468
$2.09M ﹤0.01%
38,176
-6,715
1469
$2.08M ﹤0.01%
325,685
+9,270
1470
$2.08M ﹤0.01%
156,501
+143,681
1471
$2.08M ﹤0.01%
34,161
+4,838
1472
$2.07M ﹤0.01%
39,164
-4,458
1473
$2.06M ﹤0.01%
131,769
-25,217
1474
$2.06M ﹤0.01%
138,427
+10,572
1475
$2.06M ﹤0.01%
36,123
-4,501
57 58
59
60 61