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
1501
$1.98M ﹤0.01%
149,180
-2,986
1502
$1.98M ﹤0.01%
42,056
-2,206
1503
$1.98M ﹤0.01%
86,188
+4,006
1504
$1.98M ﹤0.01%
114,138
+28,812
1505
$1.98M ﹤0.01%
37,360
-26,332
1506
$1.97M ﹤0.01%
220,976
+23,399
1507
$1.97M ﹤0.01%
67,907
-14,142
1508
$1.97M ﹤0.01%
90,187
+4,981
1509
$1.96M ﹤0.01%
168,199
+26,290
1510
$1.96M ﹤0.01%
61,189
+6,623
1511
$1.96M ﹤0.01%
326,819
-7,830
1512
$1.96M ﹤0.01%
48,878
1513
$1.95M ﹤0.01%
134,670
+29,158
1514
$1.95M ﹤0.01%
33,131
-4,877
1515
$1.94M ﹤0.01%
38,500
+14,994
1516
$1.94M ﹤0.01%
7,565
-1,056
1517
$1.94M ﹤0.01%
+44,218
1518
$1.93M ﹤0.01%
62,742
+10,782
1519
$1.93M ﹤0.01%
97,063
+5,524
1520
$1.92M ﹤0.01%
50,017
+7,902
1521
$1.91M ﹤0.01%
22,131
-1,014
1522
$1.91M ﹤0.01%
78,098
-4,068
1523
$1.91M ﹤0.01%
163,496
-6,694
1524
$1.91M ﹤0.01%
36,029
+148
1525
$1.9M ﹤0.01%
126,516
+2,074
59 60
61
62 63