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
2551
$123K ﹤0.01%
12,228
-1,200
2552
$122K ﹤0.01%
12,591
+425
2553
$122K ﹤0.01%
11,420
-5,110
2554
$122K ﹤0.01%
92,849
+27,880
2555
$122K ﹤0.01%
15,000
-43,024
2556
$120K ﹤0.01%
13,930
+126
2557
$119K ﹤0.01%
10,487
-12,672
2558
$119K ﹤0.01%
2,723
-39
2559
$117K ﹤0.01%
15,748
+2,900
2560
$116K ﹤0.01%
10,478
-3,295
2561
$115K ﹤0.01%
10,850
-3,794
2562
$114K ﹤0.01%
14,503
+121
2563
$113K ﹤0.01%
22,520
+8,100
2564
$113K ﹤0.01%
+15,771
2565
$112K ﹤0.01%
3,560
-2,641
2566
$112K ﹤0.01%
12,151
-452
2567
$111K ﹤0.01%
53,685
-22,899
2568
$111K ﹤0.01%
14,171
-695
2569
$111K ﹤0.01%
+10,268
2570
$110K ﹤0.01%
13,718
2571
$109K ﹤0.01%
12,252
-7,389
2572
$109K ﹤0.01%
+10,177
2573
$107K ﹤0.01%
+16,996
2574
$106K ﹤0.01%
14,199
+1,425
2575
$105K ﹤0.01%
3,042
-5,293
101 102
103
104 105