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
1801
$1.31M ﹤0.01%
91,358
+9,610
1802
$1.31M ﹤0.01%
11,801
-470
1803
$1.31M ﹤0.01%
112,644
+60,421
1804
$1.3M ﹤0.01%
58,951
-5,224
1805
$1.3M ﹤0.01%
14,794
-1,273
1806
$1.3M ﹤0.01%
29,341
+1,133
1807
$1.3M ﹤0.01%
117,468
-15,005
1808
$1.3M ﹤0.01%
41,442
+2,527
1809
$1.3M ﹤0.01%
13,956
+572
1810
$1.29M ﹤0.01%
29,018
+329
1811
$1.29M ﹤0.01%
15,666
-91,175
1812
$1.29M ﹤0.01%
178,061
+3,470
1813
$1.29M ﹤0.01%
6,338
+273
1814
$1.29M ﹤0.01%
15,230
+2,182
1815
$1.29M ﹤0.01%
22,855
-15
1816
$1.29M ﹤0.01%
30,031
+4,251
1817
$1.28M ﹤0.01%
22,983
+6,846
1818
$1.28M ﹤0.01%
48,092
+450
1819
$1.27M ﹤0.01%
34,083
+1,084
1820
$1.27M ﹤0.01%
16,853
+207
1821
$1.27M ﹤0.01%
53,415
-241
1822
$1.27M ﹤0.01%
71,929
+13,833
1823
$1.27M ﹤0.01%
46,244
-12,150
1824
$1.27M ﹤0.01%
44,766
-2,519
1825
$1.26M ﹤0.01%
85,970
+1,201
71 72
73
74 75