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
1601
$1.71M ﹤0.01%
47,942
+43,233
1602
$1.71M ﹤0.01%
48,304
+4,262
1603
$1.71M ﹤0.01%
40,034
+297
1604
$1.71M ﹤0.01%
119,951
+18,589
1605
$1.7M ﹤0.01%
197,050
+178,634
1606
$1.7M ﹤0.01%
71,060
+1,022
1607
$1.69M ﹤0.01%
52,725
-5,459
1608
$1.69M ﹤0.01%
44,232
+25,332
1609
$1.68M ﹤0.01%
65,278
-28,959
1610
$1.68M ﹤0.01%
35,140
-3,450
1611
$1.68M ﹤0.01%
23,614
-1,281
1612
$1.68M ﹤0.01%
133,344
-21,174
1613
$1.67M ﹤0.01%
46,116
+1,304
1614
$1.67M ﹤0.01%
31,427
+418
1615
$1.67M ﹤0.01%
58,365
-62,636
1616
$1.67M ﹤0.01%
66,323
-1,795
1617
$1.67M ﹤0.01%
29,937
+6
1618
$1.67M ﹤0.01%
79,806
-46,324
1619
$1.66M ﹤0.01%
49,748
+5,398
1620
$1.66M ﹤0.01%
15,374
+377
1621
$1.66M ﹤0.01%
81,315
+67,879
1622
$1.66M ﹤0.01%
54,362
-20,669
1623
$1.66M ﹤0.01%
30,184
+24,441
1624
$1.65M ﹤0.01%
40,210
+91
1625
$1.65M ﹤0.01%
+90,849
63 64
65
66 67