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
2376
$589K ﹤0.01%
27,403
-58,745
2377
$589K ﹤0.01%
61,811
-109
2378
$588K ﹤0.01%
40,436
-742
2379
$588K ﹤0.01%
+23,211
2380
$587K ﹤0.01%
11,092
-1,106
2381
$585K ﹤0.01%
7,208
+1,120
2382
$584K ﹤0.01%
12,169
+1,413
2383
$584K ﹤0.01%
30,961
-4,096
2384
$583K ﹤0.01%
30,007
+17,497
2385
$583K ﹤0.01%
58,152
+4,292
2386
$581K ﹤0.01%
39,139
-29,143
2387
$581K ﹤0.01%
4,163
+735
2388
$579K ﹤0.01%
27,962
-2,905
2389
$579K ﹤0.01%
+22,364
2390
$578K ﹤0.01%
26,963
+4,807
2391
$578K ﹤0.01%
50,675
+3,046
2392
$576K ﹤0.01%
10,374
-9
2393
$575K ﹤0.01%
9,094
+1
2394
$575K ﹤0.01%
62,693
+8,905
2395
$573K ﹤0.01%
21,026
+1,142
2396
$569K ﹤0.01%
19,141
+3,053
2397
$569K ﹤0.01%
+13,920
2398
$563K ﹤0.01%
6,146
+431
2399
$563K ﹤0.01%
50,562
-3,378
2400
$562K ﹤0.01%
374
-14
94 95
96
97 98