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 Inc. Common Stock
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
1526
$1.9M ﹤0.01%
60,388
-1,180
1527
$1.9M ﹤0.01%
132,579
+2,041
1528
$1.9M ﹤0.01%
79,216
-988,807
1529
$1.9M ﹤0.01%
60,984
-54,539
1530
$1.9M ﹤0.01%
176,630
+153,679
1531
$1.9M ﹤0.01%
11,169
+138
1532
$1.9M ﹤0.01%
158,747
-54,436
1533
$1.89M ﹤0.01%
108,647
-3,868
1534
$1.89M ﹤0.01%
136,589
+80,539
1535
$1.89M ﹤0.01%
56,171
-1,588
1536
$1.89M ﹤0.01%
45,788
+26,691
1537
$1.89M ﹤0.01%
81,857
-31,858
1538
$1.89M ﹤0.01%
17,206
-315
1539
$1.89M ﹤0.01%
71,235
+708
1540
$1.88M ﹤0.01%
82,623
+1,386
1541
$1.87M ﹤0.01%
52,434
+7,633
1542
$1.87M ﹤0.01%
49,928
+29,545
1543
$1.87M ﹤0.01%
250,979
-96,624
1544
$1.86M ﹤0.01%
97,263
+49,892
1545
$1.86M ﹤0.01%
95,995
+5,025
1546
$1.86M ﹤0.01%
18,031
-2,352
1547
$1.85M ﹤0.01%
18,863
-1,991
1548
$1.85M ﹤0.01%
14,723
-1,889
1549
$1.85M ﹤0.01%
18,970
-5,259
1550
$1.85M ﹤0.01%
31,203
-2,810
60 61
62
63 64