Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
151
$96.6M 0.15%
1,413,045
+13,692
152
$96.3M 0.15%
2,455,113
-48,974
153
$96.3M 0.15%
479,870
+15,796
154
$96.2M 0.15%
1,531,744
+111,176
155
$94.8M 0.15%
1,038,929
+30,938
156
$94.2M 0.15%
837,150
+34,074
157
$91.4M 0.14%
1,198,891
-1,714,016
158
$90.9M 0.14%
1,919,781
+56,418
159
$90.3M 0.14%
704,277
+44,772
160
$89.8M 0.14%
2,877,161
+144,192
161
$89.2M 0.14%
4,942,630
+835,828
162
$87.2M 0.14%
384,703
-2,961
163
$86.8M 0.14%
1,141,496
+26,275
164
$86.8M 0.14%
848,564
+348,266
165
$86.5M 0.14%
935,531
-568,045
166
$85.9M 0.13%
357,222
-1,434
167
$85.5M 0.13%
285,483
+8,493
168
$85.4M 0.13%
381,173
+34,336
169
$85.2M 0.13%
582,834
+5,312
170
$85M 0.13%
1,925,011
+171,952
171
$84.7M 0.13%
448,852
-40,856
172
$84.3M 0.13%
1,334,576
-115,425
173
$84M 0.13%
2,913,708
-923,351
174
$84M 0.13%
1,244,775
+30,522
175
$83.9M 0.13%
877,376
+22,004
5 6
7
8 9