Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
3,529
New
Increased
Reduced
Closed

Top Buys

1
+$337M
2
+$121M
3
+$96.4M
4
DUK icon
Duke Energy
DUK
+$71M
5
WMT icon
Walmart Inc
WMT
+$58.8M

Top Sells

1
+$132M
2
+$99M
3
+$90.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$87.4M
5
DIS icon
Walt Disney
DIS
+$76.7M

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
1551
$1.84M ﹤0.01%
78,744
+18,421
1552
$1.84M ﹤0.01%
49,821
-5,453
1553
$1.84M ﹤0.01%
33,434
-27,256
1554
$1.82M ﹤0.01%
185,223
+38,049
1555
$1.82M ﹤0.01%
14,946
+3,355
1556
$1.82M ﹤0.01%
69,691
-4,026
1557
$1.81M ﹤0.01%
283,854
+97,456
1558
$1.81M ﹤0.01%
26,667
-1,959
1559
$1.81M ﹤0.01%
55,511
+36,549
1560
$1.81M ﹤0.01%
101,107
+20,700
1561
$1.81M ﹤0.01%
42,914
-3,446
1562
$1.81M ﹤0.01%
7,679
+1,869
1563
$1.8M ﹤0.01%
26,144
+251
1564
$1.8M ﹤0.01%
61,138
+1,852
1565
$1.79M ﹤0.01%
33,183
-6,421
1566
$1.79M ﹤0.01%
396,126
-147,678
1567
$1.79M ﹤0.01%
73,946
+11,788
1568
$1.78M ﹤0.01%
15,307
+2,646
1569
$1.78M ﹤0.01%
44,143
-3,261
1570
$1.78M ﹤0.01%
128,470
-21,879
1571
$1.78M ﹤0.01%
55,018
-12,126
1572
$1.78M ﹤0.01%
57,564
-47,141
1573
$1.77M ﹤0.01%
21,314
-3,102
1574
$1.77M ﹤0.01%
32,040
+4,042
1575
$1.76M ﹤0.01%
210,828
+8,516
61 62
63
64 65