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
2501
$155K ﹤0.01%
10,901
-13,701
2502
$154K ﹤0.01%
+11,450
2503
$154K ﹤0.01%
21,316
2504
$153K ﹤0.01%
14,892
+4,701
2505
$152K ﹤0.01%
16,000
2506
$152K ﹤0.01%
27,365
-14,183
2507
$151K ﹤0.01%
95,418
+734
2508
$150K ﹤0.01%
34,834
+1,469
2509
$149K ﹤0.01%
45,923
-7,720
2510
$148K ﹤0.01%
+4,464
2511
$147K ﹤0.01%
10,478
+19
2512
$147K ﹤0.01%
11,067
-4,800
2513
$145K ﹤0.01%
13,340
-2,073
2514
$144K ﹤0.01%
16,063
-2,743
2515
$143K ﹤0.01%
12,771
-124
2516
$142K ﹤0.01%
7,726
-6,572
2517
$142K ﹤0.01%
32,889
+12,432
2518
$141K ﹤0.01%
13,707
-111,403
2519
$140K ﹤0.01%
19,649
+1,490
2520
$140K ﹤0.01%
10,809
-26
2521
$140K ﹤0.01%
14,700
+2,841
2522
$139K ﹤0.01%
16,000
+4,395
2523
$139K ﹤0.01%
+14,929
2524
$138K ﹤0.01%
+10,973
2525
$136K ﹤0.01%
29,582
-8,262
99 100
101
102 103