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
2476
$173K ﹤0.01%
11,290
+2,405
2477
$172K ﹤0.01%
12,072
+838
2478
$172K ﹤0.01%
25,839
2479
$171K ﹤0.01%
39,692
+23,807
2480
$171K ﹤0.01%
6,924
+2,446
2481
$170K ﹤0.01%
51,599
+13,711
2482
$170K ﹤0.01%
16,732
-28,690
2483
$168K ﹤0.01%
69,210
-10,126
2484
$166K ﹤0.01%
17,804
-4,343
2485
$166K ﹤0.01%
16,447
+3,161
2486
$166K ﹤0.01%
+11,556
2487
$165K ﹤0.01%
+13,963
2488
$165K ﹤0.01%
13,296
-97,725
2489
$165K ﹤0.01%
19,263
-2,024
2490
$165K ﹤0.01%
34,094
-5,931
2491
$164K ﹤0.01%
14,133
2492
$164K ﹤0.01%
+14,097
2493
$163K ﹤0.01%
20,097
+5,197
2494
$161K ﹤0.01%
10,560
2495
$160K ﹤0.01%
12,139
-1,781
2496
$158K ﹤0.01%
12,904
-3,371
2497
$156K ﹤0.01%
20,540
-25,012
2498
$156K ﹤0.01%
+18,016
2499
$155K ﹤0.01%
10,220
2500
$155K ﹤0.01%
+50,000
98 99
100
101 102