Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
1
$1.94B 3.04%
7,555,706
+126,864
2
$1.84B 2.88%
13,445,101
-182,690
3
$1.03B 1.61%
1,999,702
+17,645
4
$851M 1.33%
8,012,312
+194,032
5
$757M 1.18%
6,947,520
+473,000
6
$732M 1.15%
3,716,190
+39,882
7
$682M 1.07%
1,807,173
-219,993
8
$680M 1.06%
7,457,045
+27,734
9
$672M 1.05%
12,820,421
+509,852
10
$659M 1.03%
3,709,540
+27,330
11
$657M 1.03%
3,941,769
+80,398
12
$647M 1.01%
2,359,903
+40,287
13
$638M 1%
6,276,498
+938,007
14
$575M 0.9%
9,769,248
+228,959
15
$540M 0.85%
3,758,737
+84,647
16
$519M 0.81%
1,207,388
+10,545
17
$503M 0.79%
4,464,412
-47,582
18
$481M 0.75%
1,672,594
+33,734
19
$475M 0.74%
1,368,053
+4,004
20
$448M 0.7%
3,071,839
+23,771
21
$446M 0.7%
2,091,754
+16,996
22
$443M 0.69%
7,045,337
+293,316
23
$441M 0.69%
1,588,016
+14,708
24
$421M 0.66%
10,393,089
+1,275,459
25
$419M 0.66%
2,732,482
-57,361
1
2 3 4 5