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
1876
$1.18M ﹤0.01%
28,363
+1,524
1877
$1.18M ﹤0.01%
29,347
+767
1878
$1.18M ﹤0.01%
13,190
+3,042
1879
$1.18M ﹤0.01%
68,364
+3,818
1880
$1.18M ﹤0.01%
18,929
-2,059
1881
$1.18M ﹤0.01%
85,037
+62,715
1882
$1.17M ﹤0.01%
10,327
-619
1883
$1.17M ﹤0.01%
80,299
-3,555
1884
$1.17M ﹤0.01%
35,021
+21,303
1885
$1.17M ﹤0.01%
24,226
-26,831
1886
$1.17M ﹤0.01%
86,445
-17,882
1887
$1.17M ﹤0.01%
20,193
+203
1888
$1.17M ﹤0.01%
38,462
-7,349
1889
$1.16M ﹤0.01%
15,399
-887
1890
$1.16M ﹤0.01%
12,293
-32,745
1891
$1.16M ﹤0.01%
24,156
+20,209
1892
$1.16M ﹤0.01%
65,054
+38,736
1893
$1.16M ﹤0.01%
52,911
+2,075
1894
$1.16M ﹤0.01%
23,067
-5,635
1895
$1.15M ﹤0.01%
46,476
+1,404
1896
$1.15M ﹤0.01%
9,429
+2,475
1897
$1.15M ﹤0.01%
37,879
+121
1898
$1.15M ﹤0.01%
47,321
+12,813
1899
$1.15M ﹤0.01%
12,182
+76
1900
$1.15M ﹤0.01%
48,768
-16,232
74 75
76
77 78