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
1676
$1.54M ﹤0.01%
20,305
+124
1677
$1.54M ﹤0.01%
179,564
+10,303
1678
$1.54M ﹤0.01%
72,399
+14,035
1679
$1.54M ﹤0.01%
223,510
+26,150
1680
$1.54M ﹤0.01%
130,942
+27,687
1681
$1.54M ﹤0.01%
22,266
-15,479
1682
$1.54M ﹤0.01%
98,035
+10,473
1683
$1.53M ﹤0.01%
66,153
+59,636
1684
$1.53M ﹤0.01%
76,800
1685
$1.53M ﹤0.01%
35,280
-102
1686
$1.52M ﹤0.01%
+37,231
1687
$1.52M ﹤0.01%
108,515
+12,679
1688
$1.52M ﹤0.01%
23,255
-2,850
1689
$1.52M ﹤0.01%
59,991
+6,476
1690
$1.52M ﹤0.01%
+68,111
1691
$1.52M ﹤0.01%
260,355
+907
1692
$1.51M ﹤0.01%
12,099
+241
1693
$1.51M ﹤0.01%
113,815
+1,143
1694
$1.5M ﹤0.01%
67,095
+59,783
1695
$1.5M ﹤0.01%
37,959
-20,549
1696
$1.5M ﹤0.01%
209,447
+88,025
1697
$1.5M ﹤0.01%
21,418
+7,742
1698
$1.5M ﹤0.01%
23,762
-2,687
1699
$1.5M ﹤0.01%
66,711
-212,163
1700
$1.5M ﹤0.01%
120,717
+1,897
66 67
68
69 70