Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
126
$118M 0.19%
5,647,601
-1,486,287
127
$118M 0.19%
2,569,898
-66,922
128
$117M 0.18%
1,895,305
+79,254
129
$117M 0.18%
652,383
-19,116
130
$116M 0.18%
533,528
-11,925
131
$115M 0.18%
802,432
+19,032
132
$114M 0.18%
1,639,247
-487,177
133
$112M 0.17%
3,256,656
+79,746
134
$111M 0.17%
564,897
+2,728
135
$111M 0.17%
971,480
+13,331
136
$110M 0.17%
1,436,592
-279,011
137
$110M 0.17%
867,425
-129,596
138
$107M 0.17%
1,159,581
-85,624
139
$105M 0.16%
941,146
+12,396
140
$105M 0.16%
1,682,716
+14,389
141
$104M 0.16%
463,947
+6,504
142
$104M 0.16%
1,613,273
+79,091
143
$103M 0.16%
168,954
+3,528
144
$102M 0.16%
211,670
+34,715
145
$102M 0.16%
213,719
-1,009
146
$100M 0.16%
496,461
+8,496
147
$98.9M 0.15%
4,021,392
-8,270
148
$98M 0.15%
299,968
-14,698
149
$97.8M 0.15%
382,402
-4,715
150
$97.1M 0.15%
749,674
-31,386
4 5
6
7 8