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
2426
$530K ﹤0.01%
9,310
-366
2427
$530K ﹤0.01%
30,052
-3,025
2428
$530K ﹤0.01%
8,388
-144
2429
$529K ﹤0.01%
13,721
-75
2430
$529K ﹤0.01%
19,518
2431
$528K ﹤0.01%
12,520
-454
2432
$528K ﹤0.01%
13,612
2433
$527K ﹤0.01%
12,985
+86
2434
$526K ﹤0.01%
26,426
-7,342
2435
$525K ﹤0.01%
31,594
+12,914
2436
$525K ﹤0.01%
4,560
+1,145
2437
$525K ﹤0.01%
7,951
+170
2438
$524K ﹤0.01%
56,255
+4,112
2439
$524K ﹤0.01%
40,705
-7,531
2440
$523K ﹤0.01%
11,486
-1,917
2441
$521K ﹤0.01%
37,035
-3,246
2442
$520K ﹤0.01%
96,217
2443
$520K ﹤0.01%
25,658
+148
2444
$519K ﹤0.01%
35,145
-6,675
2445
$516K ﹤0.01%
114,434
+3,050
2446
$515K ﹤0.01%
20,435
+4,404
2447
$514K ﹤0.01%
11,385
+662
2448
$514K ﹤0.01%
84,893
+4,809
2449
$512K ﹤0.01%
42,948
-274
2450
$511K ﹤0.01%
39,433
-556
96 97
98
99 100