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
1751
$1.4M ﹤0.01%
167,818
-6,102
1752
$1.39M ﹤0.01%
60,000
+408
1753
$1.39M ﹤0.01%
119,223
-10,682
1754
$1.39M ﹤0.01%
6,615
-14
1755
$1.39M ﹤0.01%
46,233
-262
1756
$1.39M ﹤0.01%
21,828
+4,383
1757
$1.39M ﹤0.01%
31,790
-67
1758
$1.39M ﹤0.01%
42,472
-1,804
1759
$1.39M ﹤0.01%
69,382
+5,962
1760
$1.38M ﹤0.01%
23,916
+11,265
1761
$1.38M ﹤0.01%
27,130
-2,038
1762
$1.38M ﹤0.01%
122,266
-12,777
1763
$1.38M ﹤0.01%
45,944
+736
1764
$1.38M ﹤0.01%
19,215
-7,101
1765
$1.37M ﹤0.01%
27,243
-40,557
1766
$1.37M ﹤0.01%
14,454
+444
1767
$1.37M ﹤0.01%
25,287
+8,401
1768
$1.37M ﹤0.01%
76,722
-2,589
1769
$1.36M ﹤0.01%
117,739
+37,789
1770
$1.36M ﹤0.01%
54,745
-2,556
1771
$1.36M ﹤0.01%
57,000
+1,400
1772
$1.36M ﹤0.01%
33,160
+889
1773
$1.36M ﹤0.01%
72,097
+1,737
1774
$1.36M ﹤0.01%
193,573
-2,028
1775
$1.36M ﹤0.01%
37,026
-408
69 70
71
72 73