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
1851
$1.21M ﹤0.01%
+24,694
1852
$1.21M ﹤0.01%
30,489
+9,582
1853
$1.21M ﹤0.01%
34,203
+950
1854
$1.21M ﹤0.01%
229,346
-17,168
1855
$1.21M ﹤0.01%
23,016
+2,432
1856
$1.21M ﹤0.01%
46,693
-5,188
1857
$1.21M ﹤0.01%
46,755
-2,068
1858
$1.21M ﹤0.01%
83,248
-10,276
1859
$1.21M ﹤0.01%
61,922
+4,936
1860
$1.2M ﹤0.01%
37,841
-1,911
1861
$1.2M ﹤0.01%
73,173
-4,137
1862
$1.2M ﹤0.01%
34,743
-6,133
1863
$1.2M ﹤0.01%
54,081
+4,585
1864
$1.2M ﹤0.01%
27,199
-515
1865
$1.2M ﹤0.01%
50,250
-14,681
1866
$1.19M ﹤0.01%
44,627
+31,128
1867
$1.19M ﹤0.01%
35,169
-3,204
1868
$1.19M ﹤0.01%
73,818
+4,019
1869
$1.19M ﹤0.01%
52,604
-3,732
1870
$1.19M ﹤0.01%
18,694
+2,349
1871
$1.19M ﹤0.01%
106,093
-48,974
1872
$1.18M ﹤0.01%
33,217
+21,688
1873
$1.18M ﹤0.01%
27,352
-55,882
1874
$1.18M ﹤0.01%
33,550
-65,310
1875
$1.18M ﹤0.01%
48,891
+90
73 74
75
76 77