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
2701
$11K ﹤0.01%
42,906
+19,734
2702
$10K ﹤0.01%
18,000
2703
$10K ﹤0.01%
24,735
2704
$9K ﹤0.01%
+12,000
2705
$9K ﹤0.01%
27,000
-5,250
2706
$9K ﹤0.01%
+12,500
2707
$9K ﹤0.01%
15,000
2708
$8K ﹤0.01%
3,000
-375
2709
$8K ﹤0.01%
800
2710
$7K ﹤0.01%
667
-137
2711
$7K ﹤0.01%
11,666
-5,000
2712
$6K ﹤0.01%
2,320
2713
$4K ﹤0.01%
17,271
-216
2714
$3K ﹤0.01%
15,041
2715
$3K ﹤0.01%
17,841
-3,683
2716
– –
-80,017
2717
– –
-11,655
2718
– –
-34,214
2719
– –
-27,150
2720
– –
-31,912
2721
– –
-544,751
2722
– –
-165,485
2723
– –
-25,000
2724
– –
-10,639
2725
– –
-2,243
107 108
109
110 111