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
2126
$841K ﹤0.01%
+36,676
2127
$841K ﹤0.01%
52,179
+3,227
2128
$839K ﹤0.01%
180,511
+656
2129
$837K ﹤0.01%
8,698
-340
2130
$837K ﹤0.01%
47,500
2131
$836K ﹤0.01%
44,118
+10,106
2132
$835K ﹤0.01%
12,569
+3,741
2133
$834K ﹤0.01%
89,928
+22,823
2134
$834K ﹤0.01%
16,925
-142,427
2135
$833K ﹤0.01%
12,405
+5,983
2136
$832K ﹤0.01%
28,028
2137
$831K ﹤0.01%
17,823
-1,164
2138
$831K ﹤0.01%
30,555
-49,231
2139
$830K ﹤0.01%
4,411
-1,461
2140
$824K ﹤0.01%
8,842
+631
2141
$824K ﹤0.01%
50,200
2142
$820K ﹤0.01%
38,663
+3,133
2143
$813K ﹤0.01%
78,711
-32,050
2144
$812K ﹤0.01%
56,928
-1,171
2145
$811K ﹤0.01%
19,138
-1,180
2146
$810K ﹤0.01%
28,896
-33,257
2147
$809K ﹤0.01%
49,220
-1,640
2148
$809K ﹤0.01%
356,236
-11,120
2149
$808K ﹤0.01%
5,759
-244
2150
$807K ﹤0.01%
4,420
-448
84 85
86
87 88