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
2601
$90K ﹤0.01%
16,050
-3,000
2602
$90K ﹤0.01%
10,192
-6,789
2603
$88K ﹤0.01%
4,338
-5,798
2604
$88K ﹤0.01%
12,340
2605
$86K ﹤0.01%
+24,616
2606
$86K ﹤0.01%
29,398
+7,021
2607
$85K ﹤0.01%
+20,039
2608
$84K ﹤0.01%
+10,107
2609
$84K ﹤0.01%
11,362
+100
2610
$83K ﹤0.01%
12,054
+837
2611
$80K ﹤0.01%
18,787
+1,798
2612
$79K ﹤0.01%
10,908
-3,400
2613
$78K ﹤0.01%
21,141
-7,096
2614
$77K ﹤0.01%
+862
2615
$76K ﹤0.01%
10,736
-150
2616
$75K ﹤0.01%
10,912
-6,641
2617
$74K ﹤0.01%
3,041
+91
2618
$74K ﹤0.01%
+18,581
2619
$73K ﹤0.01%
31,186
+1,259
2620
$73K ﹤0.01%
500
2621
$72K ﹤0.01%
15,400
-3,422
2622
$71K ﹤0.01%
10,483
-10,136
2623
$70K ﹤0.01%
22,599
2624
$70K ﹤0.01%
10,160
-745
2625
$69K ﹤0.01%
+13,155
103 104
105
106 107