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
2151
$803K ﹤0.01%
12,988
+7,201
2152
$802K ﹤0.01%
44,154
-2,976
2153
$800K ﹤0.01%
60,500
2154
$797K ﹤0.01%
15,083
-701
2155
$796K ﹤0.01%
21,429
-4,677
2156
$796K ﹤0.01%
35,590
+736
2157
$796K ﹤0.01%
16,436
-5,369
2158
$796K ﹤0.01%
25,489
+9,355
2159
$794K ﹤0.01%
40,681
-1,263
2160
$794K ﹤0.01%
17,269
-383
2161
$792K ﹤0.01%
7,812
+380
2162
$791K ﹤0.01%
30,216
+51
2163
$790K ﹤0.01%
35,109
+24,475
2164
$790K ﹤0.01%
22,195
-5,551
2165
$790K ﹤0.01%
54,067
+2,826
2166
$790K ﹤0.01%
20,630
-373
2167
$789K ﹤0.01%
48,409
-692,183
2168
$787K ﹤0.01%
36,865
-13,135
2169
$787K ﹤0.01%
31,332
+9,796
2170
$786K ﹤0.01%
33,643
-4,702
2171
$786K ﹤0.01%
59,439
-10,960
2172
$785K ﹤0.01%
100,640
+21,166
2173
$785K ﹤0.01%
17,603
+1,266
2174
$784K ﹤0.01%
47,498
+1,923
2175
$782K ﹤0.01%
9,850
-221
85 86
87
88 89