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
2676
$23K ﹤0.01%
27,900
+4,100
2677
$22K ﹤0.01%
2,219
+1,108
2678
$21K ﹤0.01%
10,545
-32,348
2679
$21K ﹤0.01%
14,403
-117
2680
$21K ﹤0.01%
+25,000
2681
$20K ﹤0.01%
2,310
+80
2682
$20K ﹤0.01%
+25,700
2683
$20K ﹤0.01%
10,800
2684
$20K ﹤0.01%
3,080
2685
$19K ﹤0.01%
35,000
-9,684
2686
$18K ﹤0.01%
+10,000
2687
$16K ﹤0.01%
10,000
2688
$15K ﹤0.01%
13,451
2689
$15K ﹤0.01%
11,272
-3,780
2690
$15K ﹤0.01%
+12,700
2691
$15K ﹤0.01%
11,225
-1,855
2692
$14K ﹤0.01%
14,150
-2,226
2693
$14K ﹤0.01%
+10,192
2694
$14K ﹤0.01%
17,967
+1,242
2695
$14K ﹤0.01%
30,000
2696
$14K ﹤0.01%
1,841
-29
2697
$12K ﹤0.01%
12,829
+1,814
2698
$12K ﹤0.01%
+49,282
2699
$12K ﹤0.01%
11,530
-5,136
2700
$11K ﹤0.01%
+27,431
106 107
108
109 110