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
$36.2B
AUM Growth
-$11.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,245
New
Increased
Reduced
Closed

Top Buys

1
+$146M
2
+$145M
3
+$111M
4
V icon
Visa
V
+$106M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$93.8M

Top Sells

1
+$154M
2
+$143M
3
+$139M
4
GIS icon
General Mills
GIS
+$137M
5
AAPL icon
Apple
AAPL
+$110M

Sector Composition

1 Technology 14.42%
2 Healthcare 11.91%
3 Financials 8.67%
4 Consumer Staples 8.33%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29.6M 0.08%
262,292
+17,920
227
$29.4M 0.08%
177,391
+19,808
228
$29.1M 0.08%
416,920
+57,187
229
$29M 0.08%
199,444
-3,449
230
$28.7M 0.08%
207,768
+6,057
231
$28.6M 0.08%
292,211
+43,364
232
$28.5M 0.08%
292,913
+46,896
233
$28.4M 0.08%
815,634
+43,870
234
$27.9M 0.08%
912,883
-324,028
235
$27.5M 0.08%
274,604
+57,312
236
$27.3M 0.08%
44,251
+2,418
237
$26.9M 0.07%
1,046,492
-548,546
238
$26.8M 0.07%
638,247
+112,612
239
$26.8M 0.07%
539,815
+122,025
240
$26.4M 0.07%
540,759
-33,801
241
$26.4M 0.07%
248,720
-23,207
242
$26.4M 0.07%
521,877
+481,378
243
$26.2M 0.07%
750,926
-90,976
244
$26.1M 0.07%
1,846,469
-1,808,603
245
$26M 0.07%
200,105
+7,457
246
$26M 0.07%
547,887
-162,154
247
$25.9M 0.07%
439,339
-99,818
248
$25.7M 0.07%
945,918
+61,962
249
$25.6M 0.07%
1,838,808
-140,238
250
$25.4M 0.07%
462,223
-41,697
8 9
10
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