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
3,529
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 Inc
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
2451
$511K ﹤0.01%
16,698
-299
2452
$511K ﹤0.01%
47,510
+2,564
2453
$510K ﹤0.01%
7,455
+290
2454
$508K ﹤0.01%
18,203
-62
2455
$508K ﹤0.01%
17,350
-2,971
2456
$506K ﹤0.01%
18,814
+123
2457
$506K ﹤0.01%
69,651
-13,028
2458
$505K ﹤0.01%
47,094
+12,927
2459
$504K ﹤0.01%
8,877
-106
2460
$504K ﹤0.01%
21,563
+4,844
2461
$504K ﹤0.01%
13,840
+550
2462
$502K ﹤0.01%
14,753
-49
2463
$501K ﹤0.01%
33,114
-46,530
2464
$500K ﹤0.01%
2,959
2465
$499K ﹤0.01%
7,193
-95
2466
$498K ﹤0.01%
19,126
-20,755
2467
$497K ﹤0.01%
3,494
-957
2468
$496K ﹤0.01%
8,563
-200
2469
$496K ﹤0.01%
45,525
+22,231
2470
$495K ﹤0.01%
102,350
+27,550
2471
$494K ﹤0.01%
35,765
+1,328
2472
$494K ﹤0.01%
21,000
2473
$494K ﹤0.01%
13,092
-351
2474
$493K ﹤0.01%
18,549
-4,851
2475
$492K ﹤0.01%
+26,862
97 98
99
100 101