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
1826
$1.26M ﹤0.01%
126,206
+87,921
1827
$1.26M ﹤0.01%
24,257
+6,088
1828
$1.25M ﹤0.01%
17,182
+4,827
1829
$1.25M ﹤0.01%
15,453
-416
1830
$1.25M ﹤0.01%
48,639
-3,951
1831
$1.25M ﹤0.01%
13,098
-8,300
1832
$1.24M ﹤0.01%
153,239
+39,237
1833
$1.24M ﹤0.01%
43,160
-8,041
1834
$1.24M ﹤0.01%
50,526
+1,745
1835
$1.23M ﹤0.01%
90,127
1836
$1.23M ﹤0.01%
27,897
-590
1837
$1.23M ﹤0.01%
28,385
+5,388
1838
$1.23M ﹤0.01%
11,190
+3,306
1839
$1.23M ﹤0.01%
34,481
+1,668
1840
$1.23M ﹤0.01%
12,555
+1,854
1841
$1.23M ﹤0.01%
75,749
-1,820
1842
$1.23M ﹤0.01%
46,273
-45
1843
$1.22M ﹤0.01%
+41,532
1844
$1.22M ﹤0.01%
46,699
+1,369
1845
$1.22M ﹤0.01%
15,876
-25,142
1846
$1.21M ﹤0.01%
56,654
+1,169
1847
$1.21M ﹤0.01%
+55,805
1848
$1.21M ﹤0.01%
61,680
-446
1849
$1.21M ﹤0.01%
115,053
-11,022
1850
$1.21M ﹤0.01%
102,761
+16,962
72 73
74
75 76