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
2401
$561K ﹤0.01%
64,468
+5,796
2402
$560K ﹤0.01%
6,817
-2,793
2403
$560K ﹤0.01%
46,316
2404
$560K ﹤0.01%
35,096
-21,278
2405
$557K ﹤0.01%
26,078
+3,964
2406
$552K ﹤0.01%
9,799
-144
2407
$551K ﹤0.01%
11,018
-470
2408
$550K ﹤0.01%
104,056
-6,215
2409
$549K ﹤0.01%
9,370
+68
2410
$547K ﹤0.01%
139,568
-8,774
2411
$543K ﹤0.01%
31,021
-8,975
2412
$541K ﹤0.01%
18,537
+4,703
2413
$540K ﹤0.01%
27,539
+702
2414
$539K ﹤0.01%
50,649
-576
2415
$539K ﹤0.01%
9,432
-499
2416
$537K ﹤0.01%
26,630
-30,004
2417
$536K ﹤0.01%
19,803
+11,604
2418
$536K ﹤0.01%
66,724
+52,651
2419
$535K ﹤0.01%
49,249
-79,043
2420
$535K ﹤0.01%
40,768
+17,480
2421
$534K ﹤0.01%
54,235
-527
2422
$532K ﹤0.01%
5,086
-10
2423
$532K ﹤0.01%
3,417
-32,476
2424
$531K ﹤0.01%
19,083
-388
2425
$530K ﹤0.01%
10,128
-309
95 96
97
98 99