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
1976
$1.03M ﹤0.01%
36,982
-1,619
1977
$1.02M ﹤0.01%
35,806
+9,796
1978
$1.02M ﹤0.01%
112,430
+64,542
1979
$1.02M ﹤0.01%
+69,216
1980
$1.02M ﹤0.01%
35,488
-49,308
1981
$1.02M ﹤0.01%
115,601
1982
$1.02M ﹤0.01%
56,211
-5,079
1983
$1.02M ﹤0.01%
83,726
-18,896
1984
$1.02M ﹤0.01%
30,730
+9,145
1985
$1.02M ﹤0.01%
116,389
-9,001
1986
$1.02M ﹤0.01%
32,849
-336
1987
$1.01M ﹤0.01%
9,428
-79
1988
$1.01M ﹤0.01%
15,818
+955
1989
$1.01M ﹤0.01%
19,213
-2
1990
$1.01M ﹤0.01%
52,148
+6,815
1991
$1.01M ﹤0.01%
11,648
-144
1992
$1.01M ﹤0.01%
54,434
-21,043
1993
$1.01M ﹤0.01%
46,562
+7,439
1994
$1M ﹤0.01%
6,878
-605
1995
$1M ﹤0.01%
91,100
-5,388
1996
$1M ﹤0.01%
49,632
+9,658
1997
$999K ﹤0.01%
17,691
+6,989
1998
$996K ﹤0.01%
21,756
+356
1999
$995K ﹤0.01%
36,424
+4,804
2000
$991K ﹤0.01%
14,337
+1,348
78 79
80
81 82