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
2276
$682K ﹤0.01%
28,479
-120,409
2277
$682K ﹤0.01%
10,030
+650
2278
$680K ﹤0.01%
10,560
-381
2279
$680K ﹤0.01%
10,353
+2,031
2280
$679K ﹤0.01%
82,075
-1,322
2281
$678K ﹤0.01%
8,641
+160
2282
$678K ﹤0.01%
34,078
+7,025
2283
$676K ﹤0.01%
18,866
-1,220
2284
$674K ﹤0.01%
58,759
-8,194
2285
$674K ﹤0.01%
12,913
+3,260
2286
$674K ﹤0.01%
11,064
+5,053
2287
$674K ﹤0.01%
35,918
-81
2288
$672K ﹤0.01%
17,090
+87
2289
$671K ﹤0.01%
21,685
+4,532
2290
$669K ﹤0.01%
15,654
+1,390
2291
$664K ﹤0.01%
9,192
-1,546
2292
$663K ﹤0.01%
18,722
-229
2293
$662K ﹤0.01%
+10,784
2294
$661K ﹤0.01%
+11,574
2295
$660K ﹤0.01%
+26,211
2296
$660K ﹤0.01%
17,420
+1,018
2297
$659K ﹤0.01%
+23,292
2298
$658K ﹤0.01%
61,775
+22,450
2299
$656K ﹤0.01%
28,578
+1,021
2300
$656K ﹤0.01%
+19,933
90 91
92
93 94