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
2001
$989K ﹤0.01%
42,483
+11,568
2002
$988K ﹤0.01%
92,436
-6,690
2003
$988K ﹤0.01%
17,619
-5,027
2004
$987K ﹤0.01%
23,047
+5,200
2005
$987K ﹤0.01%
54,639
+10,343
2006
$986K ﹤0.01%
26,414
+40
2007
$986K ﹤0.01%
107,460
-2,900
2008
$984K ﹤0.01%
+13,998
2009
$984K ﹤0.01%
18,165
-5,626
2010
$981K ﹤0.01%
11,715
+2,274
2011
$981K ﹤0.01%
22,684
-11,453
2012
$977K ﹤0.01%
53,937
+23
2013
$972K ﹤0.01%
8,154
+37
2014
$971K ﹤0.01%
21,632
+1,804
2015
$971K ﹤0.01%
245,319
-3,147
2016
$970K ﹤0.01%
21,042
-1,408
2017
$970K ﹤0.01%
139,981
+63,208
2018
$968K ﹤0.01%
59,760
+10,858
2019
$968K ﹤0.01%
12,187
-506
2020
$964K ﹤0.01%
13,910
+232
2021
$964K ﹤0.01%
14,668
-4,723
2022
$964K ﹤0.01%
4,291
+38
2023
$955K ﹤0.01%
48,256
+9,829
2024
$954K ﹤0.01%
5,471
-18,593
2025
$951K ﹤0.01%
53,842
-8,397
79 80
81
82 83