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
1576
$1.76M ﹤0.01%
22,040
+1,780
1577
$1.76M ﹤0.01%
40,205
-2,551
1578
$1.76M ﹤0.01%
+42,941
1579
$1.76M ﹤0.01%
+57,857
1580
$1.75M ﹤0.01%
28,148
+626
1581
$1.75M ﹤0.01%
39,526
-2,156
1582
$1.75M ﹤0.01%
78,249
-113
1583
$1.75M ﹤0.01%
40,298
-16,177
1584
$1.75M ﹤0.01%
47,491
+1,391
1585
$1.74M ﹤0.01%
10,252
+326
1586
$1.74M ﹤0.01%
23,539
+609
1587
$1.74M ﹤0.01%
181,680
-5,745
1588
$1.74M ﹤0.01%
80,943
+8,656
1589
$1.74M ﹤0.01%
72,066
+9,064
1590
$1.74M ﹤0.01%
35,435
+3,127
1591
$1.74M ﹤0.01%
60,941
+42,849
1592
$1.74M ﹤0.01%
48,066
-3,391
1593
$1.73M ﹤0.01%
214,471
+2,712
1594
$1.73M ﹤0.01%
44,808
+6,603
1595
$1.72M ﹤0.01%
21,203
+195
1596
$1.72M ﹤0.01%
24,912
-3,775
1597
$1.72M ﹤0.01%
75,527
+2,523
1598
$1.72M ﹤0.01%
34,225
-562
1599
$1.71M ﹤0.01%
84,320
+22,718
1600
$1.71M ﹤0.01%
46,439
+3,064
62 63
64
65 66