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
2051
$929K ﹤0.01%
22,040
+617
2052
$927K ﹤0.01%
88,148
+51,823
2053
$926K ﹤0.01%
31,969
-13,179
2054
$926K ﹤0.01%
10,232
-16
2055
$925K ﹤0.01%
31,732
-3,364
2056
$925K ﹤0.01%
14,755
-41,530
2057
$922K ﹤0.01%
166,200
+53,327
2058
$922K ﹤0.01%
50,830
+5,005
2059
$922K ﹤0.01%
41,000
+11,000
2060
$922K ﹤0.01%
12,866
+1,587
2061
$921K ﹤0.01%
18,233
-1,657
2062
$921K ﹤0.01%
42,865
+2,724
2063
$921K ﹤0.01%
47,694
+22,664
2064
$917K ﹤0.01%
14,055
+446
2065
$917K ﹤0.01%
15,763
-1,450
2066
$917K ﹤0.01%
17,271
+6,418
2067
$916K ﹤0.01%
60,025
+15,097
2068
$916K ﹤0.01%
9,424
-3,452
2069
$915K ﹤0.01%
12,495
+3,095
2070
$913K ﹤0.01%
69,407
-58,414
2071
$913K ﹤0.01%
3,671
-941
2072
$912K ﹤0.01%
20,070
+11
2073
$911K ﹤0.01%
11,515
+2,357
2074
$910K ﹤0.01%
149,180
+38,232
2075
$909K ﹤0.01%
43,372
-6,173
81 82
83
84 85