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
1926
$1.1M ﹤0.01%
18,777
-260
1927
$1.1M ﹤0.01%
24,752
-5,441
1928
$1.09M ﹤0.01%
49,692
+11,308
1929
$1.09M ﹤0.01%
13,606
-1,503
1930
$1.09M ﹤0.01%
48,985
1931
$1.09M ﹤0.01%
98,546
+25,949
1932
$1.09M ﹤0.01%
60,800
+45
1933
$1.09M ﹤0.01%
106,110
-27,882
1934
$1.08M ﹤0.01%
23,235
-754
1935
$1.08M ﹤0.01%
25,460
+1,223
1936
$1.08M ﹤0.01%
+31,818
1937
$1.08M ﹤0.01%
90,360
+80,001
1938
$1.07M ﹤0.01%
30,184
+2,979
1939
$1.07M ﹤0.01%
181,504
+35,963
1940
$1.07M ﹤0.01%
41,784
-1
1941
$1.07M ﹤0.01%
33,007
+3,266
1942
$1.07M ﹤0.01%
21,190
+6,571
1943
$1.07M ﹤0.01%
27,251
-1,066
1944
$1.07M ﹤0.01%
85,474
-2,709
1945
$1.07M ﹤0.01%
90,382
+26,504
1946
$1.06M ﹤0.01%
82,803
+46
1947
$1.06M ﹤0.01%
61,326
+15,963
1948
$1.06M ﹤0.01%
100,000
-2
1949
$1.06M ﹤0.01%
74,631
+194
1950
$1.06M ﹤0.01%
22,710
+2,536
76 77
78
79 80