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
176
$83.7M 0.13%
305,934
+36,810
177
$82.8M 0.13%
525,742
+22,180
178
$82.4M 0.13%
369,178
+31,696
179
$81.3M 0.13%
1,942,990
+1,335
180
$79.7M 0.12%
847,644
+8,492
181
$79.1M 0.12%
2,019,036
+100,881
182
$78.1M 0.12%
445,220
+24,352
183
$77.5M 0.12%
457,427
-33,423
184
$77.2M 0.12%
2,097,499
-34,134
185
$77M 0.12%
3,161,139
+41,278
186
$75.8M 0.12%
844,227
+127,175
187
$75.7M 0.12%
553,531
+105,205
188
$75.5M 0.12%
379,468
+15,503
189
$75.1M 0.12%
918,916
-27,071
190
$74.6M 0.12%
1,446,029
+205,448
191
$74.3M 0.12%
673,205
-59,520
192
$73.9M 0.12%
643,025
-61,507
193
$73.8M 0.12%
300,541
-5,980
194
$73.4M 0.11%
435,307
-59,788
195
$73.3M 0.11%
1,402,732
+226,551
196
$72.8M 0.11%
1,018,015
-53,404
197
$72.8M 0.11%
661,221
-341,619
198
$71.6M 0.11%
859,572
+36,512
199
$70.5M 0.11%
662,580
+132,072
200
$70M 0.11%
768,970
+21,653
6 7
8
9 10