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
1776
$1.36M ﹤0.01%
72,175
-4,126
1777
$1.36M ﹤0.01%
135,774
-132,557
1778
$1.35M ﹤0.01%
106,945
+10,182
1779
$1.35M ﹤0.01%
34,350
+269
1780
$1.35M ﹤0.01%
164,585
+4,980
1781
$1.35M ﹤0.01%
61,808
+1,471
1782
$1.35M ﹤0.01%
55,588
-6,519
1783
$1.35M ﹤0.01%
18,397
+898
1784
$1.34M ﹤0.01%
+40,313
1785
$1.34M ﹤0.01%
28,348
-12,109
1786
$1.34M ﹤0.01%
33,913
-31,045
1787
$1.34M ﹤0.01%
59,208
1788
$1.34M ﹤0.01%
90,948
+8,045
1789
$1.34M ﹤0.01%
24,450
-80,408
1790
$1.33M ﹤0.01%
60,315
-52,366
1791
$1.33M ﹤0.01%
36,628
-1,097
1792
$1.33M ﹤0.01%
29,509
+12,515
1793
$1.33M ﹤0.01%
34,124
-367
1794
$1.33M ﹤0.01%
16,448
-865
1795
$1.32M ﹤0.01%
77,350
-93,174
1796
$1.32M ﹤0.01%
27,304
-1,513
1797
$1.32M ﹤0.01%
83,718
-908
1798
$1.32M ﹤0.01%
55,596
+4,166
1799
$1.32M ﹤0.01%
81,216
-68,865
1800
$1.31M ﹤0.01%
18,086
-458
70 71
72
73 74