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
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
1701
$1.5M ﹤0.01%
20,123
-11,705
1702
$1.49M ﹤0.01%
327,236
-17,389
1703
$1.49M ﹤0.01%
14,063
-260
1704
$1.49M ﹤0.01%
22,262
+5,646
1705
$1.49M ﹤0.01%
58,465
1706
$1.48M ﹤0.01%
22,347
+356
1707
$1.48M ﹤0.01%
75,708
+23,229
1708
$1.48M ﹤0.01%
465,032
+290,063
1709
$1.48M ﹤0.01%
60,015
-423
1710
$1.48M ﹤0.01%
40,079
-3,356
1711
$1.48M ﹤0.01%
14,194
+245
1712
$1.47M ﹤0.01%
61,000
-643
1713
$1.47M ﹤0.01%
79,545
+1,237
1714
$1.47M ﹤0.01%
21,896
+1,423
1715
$1.47M ﹤0.01%
59,510
+21,544
1716
$1.47M ﹤0.01%
114,588
-18,249
1717
$1.47M ﹤0.01%
78,590
-519
1718
$1.47M ﹤0.01%
33,285
+1,646
1719
$1.47M ﹤0.01%
58,295
+6,554
1720
$1.46M ﹤0.01%
21,744
+3,936
1721
$1.46M ﹤0.01%
58,100
-5,704
1722
$1.46M ﹤0.01%
60,431
+6,064
1723
$1.46M ﹤0.01%
49,167
+5,306
1724
$1.45M ﹤0.01%
66,296
+18,511
1725
$1.45M ﹤0.01%
98,910
-34,524
67 68
69
70 71