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
2201
$758K ﹤0.01%
16,719
-132
2202
$758K ﹤0.01%
28,035
-3,690
2203
$758K ﹤0.01%
16,037
+5,160
2204
$757K ﹤0.01%
11,867
-1,053
2205
$757K ﹤0.01%
120,103
-12,237
2206
$756K ﹤0.01%
16,266
+599
2207
$754K ﹤0.01%
51,567
+14,090
2208
$753K ﹤0.01%
103,500
-3,000
2209
$750K ﹤0.01%
21,925
-1,567
2210
$748K ﹤0.01%
19,899
+1,711
2211
$747K ﹤0.01%
10,097
-17,295
2212
$745K ﹤0.01%
13,055
-1,552
2213
$745K ﹤0.01%
16,183
-40
2214
$745K ﹤0.01%
51,194
+11,228
2215
$744K ﹤0.01%
76,014
-12,215
2216
$739K ﹤0.01%
81,640
+278
2217
$738K ﹤0.01%
20,380
+1,576
2218
$736K ﹤0.01%
9,031
+123
2219
$736K ﹤0.01%
+38,567
2220
$735K ﹤0.01%
50,358
+6,056
2221
$734K ﹤0.01%
10,524
+1,771
2222
$734K ﹤0.01%
14,634
-38,483
2223
$734K ﹤0.01%
29,982
2224
$732K ﹤0.01%
48,250
+6,022
2225
$732K ﹤0.01%
19,707
-9,091
87 88
89
90 91