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
1626
$1.65M ﹤0.01%
75,924
-18,498
1627
$1.65M ﹤0.01%
67,799
-5,886
1628
$1.64M ﹤0.01%
42,209
+5,020
1629
$1.64M ﹤0.01%
24,050
+577
1630
$1.64M ﹤0.01%
15,745
+10,008
1631
$1.63M ﹤0.01%
4,308
+57
1632
$1.63M ﹤0.01%
108,092
-2,456
1633
$1.63M ﹤0.01%
9,340
+150
1634
$1.63M ﹤0.01%
50,059
+791
1635
$1.62M ﹤0.01%
19,483
+7,712
1636
$1.62M ﹤0.01%
22,650
-711
1637
$1.62M ﹤0.01%
19,374
+3,794
1638
$1.62M ﹤0.01%
119,006
+19,490
1639
$1.61M ﹤0.01%
12,803
-1,057
1640
$1.61M ﹤0.01%
50,874
-6,199
1641
$1.61M ﹤0.01%
32,471
-2,320
1642
$1.61M ﹤0.01%
21,488
-2,479
1643
$1.61M ﹤0.01%
29,612
-2,097
1644
$1.61M ﹤0.01%
16,154
+2,303
1645
$1.61M ﹤0.01%
67,440
-9,260
1646
$1.61M ﹤0.01%
17,666
+4,744
1647
$1.61M ﹤0.01%
42,169
-3,283
1648
$1.61M ﹤0.01%
164,214
-232,966
1649
$1.6M ﹤0.01%
45,971
+23,666
1650
$1.6M ﹤0.01%
40,627
-2,901
64 65
66
67 68