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
201
$69.5M 0.11%
610,470
+32,221
202
$69.1M 0.11%
954,116
-73,223
203
$68.6M 0.11%
1,312,782
-13,639
204
$68.5M 0.11%
398,725
-1,815
205
$68.2M 0.11%
641,311
-363,474
206
$67.9M 0.11%
1,200,062
-12,263
207
$67.3M 0.11%
386,522
-133
208
$67.1M 0.11%
941,392
+250
209
$66.3M 0.1%
789,643
+25,355
210
$66.2M 0.1%
367,759
+4,879
211
$65.4M 0.1%
710,733
-152,766
212
$65.2M 0.1%
331,109
+10,862
213
$64.9M 0.1%
845,423
+18,462
214
$64.8M 0.1%
467,480
-6,542
215
$63.5M 0.1%
696,461
+80,784
216
$63.2M 0.1%
308,864
-34,881
217
$61.6M 0.1%
932,812
+578,473
218
$61.1M 0.1%
470,243
+30,774
219
$60.7M 0.1%
978,192
-45,761
220
$60.2M 0.09%
861,519
-137,263
221
$59.9M 0.09%
1,009,441
+523,889
222
$59.1M 0.09%
1,879,996
-376,771
223
$58.7M 0.09%
591,842
+45,970
224
$58.5M 0.09%
89,078
+1,285
225
$58.4M 0.09%
370,090
+48,887
7 8
9
10 11