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
2301
$655K ﹤0.01%
+4,930
2302
$654K ﹤0.01%
4,025
-1,820
2303
$654K ﹤0.01%
20,221
-2,536
2304
$652K ﹤0.01%
39,628
-16,451
2305
$651K ﹤0.01%
6,466
-277
2306
$651K ﹤0.01%
68,926
+12,421
2307
$650K ﹤0.01%
12,416
-7,668
2308
$650K ﹤0.01%
12,913
-5,681
2309
$648K ﹤0.01%
13,290
+1,376
2310
$647K ﹤0.01%
13,436
+3,221
2311
$647K ﹤0.01%
18,127
-1,075
2312
$647K ﹤0.01%
72,106
-19,795
2313
$646K ﹤0.01%
29,637
-11,111
2314
$645K ﹤0.01%
77,007
+71,227
2315
$644K ﹤0.01%
33,573
2316
$643K ﹤0.01%
77,699
+18,034
2317
$642K ﹤0.01%
54,762
+5,792
2318
$641K ﹤0.01%
18,891
-207
2319
$641K ﹤0.01%
18,912
-692
2320
$640K ﹤0.01%
13,148
+187
2321
$639K ﹤0.01%
25,788
+2,025
2322
$639K ﹤0.01%
+31,089
2323
$639K ﹤0.01%
20,134
-974
2324
$637K ﹤0.01%
28,248
-12,035
2325
$636K ﹤0.01%
7,212
-8,667
91 92
93
94 95