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
1901
$1.14M ﹤0.01%
90,138
+6,161
1902
$1.14M ﹤0.01%
+39,055
1903
$1.14M ﹤0.01%
15,732
-7
1904
$1.14M ﹤0.01%
11,717
+3,276
1905
$1.14M ﹤0.01%
19,727
+5,905
1906
$1.13M ﹤0.01%
91,760
-4,939
1907
$1.13M ﹤0.01%
245,616
-41,656
1908
$1.13M ﹤0.01%
86,963
-176
1909
$1.13M ﹤0.01%
61,880
+9,280
1910
$1.13M ﹤0.01%
5,227
-2,230
1911
$1.13M ﹤0.01%
19,643
+3,901
1912
$1.12M ﹤0.01%
59,652
-2,747
1913
$1.12M ﹤0.01%
25,341
+8,612
1914
$1.12M ﹤0.01%
125,970
-128,519
1915
$1.11M ﹤0.01%
16,880
-4,186
1916
$1.11M ﹤0.01%
119,390
-1,100
1917
$1.11M ﹤0.01%
+55,374
1918
$1.11M ﹤0.01%
44,667
-153
1919
$1.11M ﹤0.01%
44,433
+7,974
1920
$1.11M ﹤0.01%
20,848
-3,117
1921
$1.11M ﹤0.01%
85,301
+1,211
1922
$1.11M ﹤0.01%
14,401
+3,044
1923
$1.1M ﹤0.01%
40,029
+33,603
1924
$1.1M ﹤0.01%
91,660
+135
1925
$1.1M ﹤0.01%
3,662
-69
75 76
77
78 79