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
2326
$633K ﹤0.01%
15,504
+2,044
2327
$633K ﹤0.01%
3,884
-74
2328
$633K ﹤0.01%
20,639
+43
2329
$632K ﹤0.01%
68,753
+20,483
2330
$632K ﹤0.01%
21,363
+1,258
2331
$631K ﹤0.01%
2,862
+1,572
2332
$631K ﹤0.01%
10,094
+771
2333
$626K ﹤0.01%
18,062
+1,500
2334
$625K ﹤0.01%
56,987
-24,276
2335
$625K ﹤0.01%
59,329
-7,288
2336
$624K ﹤0.01%
25,260
+4,751
2337
$622K ﹤0.01%
25,106
+2,568
2338
$619K ﹤0.01%
16,291
-2,745
2339
$619K ﹤0.01%
7,628
-11,157
2340
$618K ﹤0.01%
8,467
-2,375
2341
$618K ﹤0.01%
57,044
+5,545
2342
$618K ﹤0.01%
15,168
-695
2343
$617K ﹤0.01%
25,948
+2,560
2344
$616K ﹤0.01%
14,172
+8,361
2345
$616K ﹤0.01%
8,815
+2,385
2346
$614K ﹤0.01%
26,000
2347
$613K ﹤0.01%
8,711
-2,474
2348
$612K ﹤0.01%
73,005
+26,562
2349
$610K ﹤0.01%
24,079
-2,163
2350
$610K ﹤0.01%
81,215
-2,276
92 93
94
95 96