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
1726
$1.45M ﹤0.01%
25,447
+121
1727
$1.45M ﹤0.01%
15,637
+930
1728
$1.45M ﹤0.01%
75,000
1729
$1.44M ﹤0.01%
23,687
-13,323
1730
$1.44M ﹤0.01%
57,505
+6,013
1731
$1.43M ﹤0.01%
49,375
+16,975
1732
$1.43M ﹤0.01%
106,567
+23,881
1733
$1.43M ﹤0.01%
19,612
+4,146
1734
$1.43M ﹤0.01%
35,649
-838
1735
$1.43M ﹤0.01%
68,642
+8,814
1736
$1.43M ﹤0.01%
186,248
+22,092
1737
$1.42M ﹤0.01%
63,819
-1,188
1738
$1.42M ﹤0.01%
51,243
+12,475
1739
$1.42M ﹤0.01%
41,151
-3,379
1740
$1.42M ﹤0.01%
189,026
+5,012
1741
$1.42M ﹤0.01%
79,810
-5,866
1742
$1.41M ﹤0.01%
81,679
-1,403
1743
$1.41M ﹤0.01%
22,961
-1,277
1744
$1.41M ﹤0.01%
34,280
-302
1745
$1.41M ﹤0.01%
57,837
+4,880
1746
$1.4M ﹤0.01%
18,251
-430
1747
$1.4M ﹤0.01%
23,096
-10,529
1748
$1.4M ﹤0.01%
50,155
-1,231
1749
$1.4M ﹤0.01%
33,602
+73
1750
$1.4M ﹤0.01%
9,584
-2,592
68 69
70
71 72