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
1951
$1.06M ﹤0.01%
56,713
+17,691
1952
$1.06M ﹤0.01%
+42,119
1953
$1.06M ﹤0.01%
+40,000
1954
$1.06M ﹤0.01%
19,235
+3,434
1955
$1.06M ﹤0.01%
15,581
+3,340
1956
$1.05M ﹤0.01%
33,973
+3,183
1957
$1.05M ﹤0.01%
167,394
-4,479
1958
$1.05M ﹤0.01%
7,521
+200
1959
$1.05M ﹤0.01%
6,655
-6,507
1960
$1.05M ﹤0.01%
10,943
+1,997
1961
$1.04M ﹤0.01%
3,957
+214
1962
$1.04M ﹤0.01%
5,969
-25
1963
$1.04M ﹤0.01%
23,071
-1,070
1964
$1.04M ﹤0.01%
4,460
-784
1965
$1.04M ﹤0.01%
27,951
-334
1966
$1.04M ﹤0.01%
23,199
+2,891
1967
$1.03M ﹤0.01%
22,861
+821
1968
$1.03M ﹤0.01%
55,515
+6,129
1969
$1.03M ﹤0.01%
230,394
-10,608
1970
$1.03M ﹤0.01%
10,294
-401
1971
$1.03M ﹤0.01%
28,527
-3,885
1972
$1.03M ﹤0.01%
29,614
-28,942
1973
$1.03M ﹤0.01%
24,926
-17,738
1974
$1.03M ﹤0.01%
25,271
-8,144
1975
$1.03M ﹤0.01%
12,029
+4,919
77 78
79
80 81