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
2351
$609K ﹤0.01%
17,113
+5,377
2352
$607K ﹤0.01%
32,045
+1,131
2353
$606K ﹤0.01%
29,999
+4,440
2354
$604K ﹤0.01%
19,956
-1,146
2355
$604K ﹤0.01%
4,005
+274
2356
$604K ﹤0.01%
14,535
+150
2357
$604K ﹤0.01%
368,424
+40,420
2358
$603K ﹤0.01%
13,413
-1,679
2359
$603K ﹤0.01%
+7,260
2360
$603K ﹤0.01%
41,908
+7
2361
$602K ﹤0.01%
22,011
+6,380
2362
$601K ﹤0.01%
496,792
-10,345
2363
$598K ﹤0.01%
3,347
-84
2364
$598K ﹤0.01%
12,531
+46
2365
$598K ﹤0.01%
25,971
-31,197
2366
$596K ﹤0.01%
33,977
+29
2367
$596K ﹤0.01%
12,545
-2,140
2368
$595K ﹤0.01%
8,331
+166
2369
$595K ﹤0.01%
12,903
+1,645
2370
$594K ﹤0.01%
38,366
-6,192
2371
$593K ﹤0.01%
14,960
+739
2372
$592K ﹤0.01%
13,617
-131
2373
$590K ﹤0.01%
8,319
-371
2374
$590K ﹤0.01%
12,928
-621
2375
$589K ﹤0.01%
4,350
+1,362
93 94
95
96 97