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
1476
$2.06M ﹤0.01%
65,349
+18,564
1477
$2.05M ﹤0.01%
31,239
+1,390
1478
$2.05M ﹤0.01%
50,019
-6,514
1479
$2.04M ﹤0.01%
187,310
-276
1480
$2.04M ﹤0.01%
77,232
+42,008
1481
$2.04M ﹤0.01%
95,011
+506
1482
$2.04M ﹤0.01%
48,532
+4,511
1483
$2.04M ﹤0.01%
115,106
-50,416
1484
$2.04M ﹤0.01%
152,109
+132,596
1485
$2.04M ﹤0.01%
+94,487
1486
$2.03M ﹤0.01%
466,674
+44,755
1487
$2.03M ﹤0.01%
87,979
-6,521
1488
$2.02M ﹤0.01%
80,179
+13,509
1489
$2.02M ﹤0.01%
130,253
-66,715
1490
$2.02M ﹤0.01%
17,215
-2,717
1491
$2.02M ﹤0.01%
27,050
+1,863
1492
$2.01M ﹤0.01%
40,635
+6,585
1493
$2M ﹤0.01%
27,702
+4,242
1494
$1.99M ﹤0.01%
48,231
-18,243
1495
$1.99M ﹤0.01%
405,202
+28,245
1496
$1.99M ﹤0.01%
47,731
+13,279
1497
$1.99M ﹤0.01%
77,584
-1,217
1498
$1.99M ﹤0.01%
33,439
+130
1499
$1.99M ﹤0.01%
336,609
+34,593
1500
$1.98M ﹤0.01%
+29,687
58 59
60
61 62