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
2176
$782K ﹤0.01%
9,196
+2,106
2177
$781K ﹤0.01%
33,937
-284
2178
$780K ﹤0.01%
46,289
+2,985
2179
$777K ﹤0.01%
346,575
+5,266
2180
$775K ﹤0.01%
3,375
+46
2181
$775K ﹤0.01%
58,515
-1,027
2182
$775K ﹤0.01%
121,781
+28,207
2183
$773K ﹤0.01%
74,089
+955
2184
$773K ﹤0.01%
17,358
+8,562
2185
$771K ﹤0.01%
8,290
+12
2186
$771K ﹤0.01%
198,067
+170,527
2187
$770K ﹤0.01%
46,476
-1,200
2188
$768K ﹤0.01%
39,502
+16,596
2189
$767K ﹤0.01%
30,934
-700
2190
$767K ﹤0.01%
12,440
-23,406
2191
$766K ﹤0.01%
2,330
-39
2192
$765K ﹤0.01%
46,752
-12,737
2193
$765K ﹤0.01%
10,852
-38,399
2194
$765K ﹤0.01%
24,432
-6,987
2195
$764K ﹤0.01%
16,706
+198
2196
$764K ﹤0.01%
25,785
-1,835
2197
$763K ﹤0.01%
11,272
-18,340
2198
$760K ﹤0.01%
21,579
-338
2199
$759K ﹤0.01%
18,576
+809
2200
$759K ﹤0.01%
23,398
-49
86 87
88
89 90