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
2251
$709K ﹤0.01%
+62,546
2252
$708K ﹤0.01%
69,256
+10,976
2253
$707K ﹤0.01%
23,800
+630
2254
$707K ﹤0.01%
21,211
+4,351
2255
$704K ﹤0.01%
5,194
-5,689
2256
$704K ﹤0.01%
44,334
-808
2257
$703K ﹤0.01%
14,473
-4,494
2258
$703K ﹤0.01%
26,298
+3,181
2259
$703K ﹤0.01%
113,729
+16,401
2260
$703K ﹤0.01%
103,879
-1,553
2261
$702K ﹤0.01%
18,375
-224
2262
$702K ﹤0.01%
4,687
+198
2263
$701K ﹤0.01%
18,727
-887
2264
$700K ﹤0.01%
137,548
-14,502
2265
$698K ﹤0.01%
9,897
+1,530
2266
$697K ﹤0.01%
25,870
+2,805
2267
$696K ﹤0.01%
+39,520
2268
$695K ﹤0.01%
9,909
+629
2269
$695K ﹤0.01%
31,598
-5,055
2270
$693K ﹤0.01%
39,005
-16,795
2271
$692K ﹤0.01%
12,743
-544
2272
$691K ﹤0.01%
17,123
+1,795
2273
$691K ﹤0.01%
+18,049
2274
$687K ﹤0.01%
64,116
+6,253
2275
$684K ﹤0.01%
10,239
-4,521
89 90
91
92 93