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
251
$25.2M 0.07%
265,024
+15,801
252
$25.1M 0.07%
203,273
-1,525
253
$24.8M 0.07%
824,856
+198,788
254
$24.8M 0.07%
392,654
-2,240
255
$24M 0.07%
408,240
+67,090
256
$23.8M 0.07%
404,145
257
$23.4M 0.06%
183,500
+1,736
258
$23.3M 0.06%
507,408
+35,797
259
$22.9M 0.06%
125,220
+17,162
260
$22.9M 0.06%
96,636
+23,620
261
$22.7M 0.06%
509,272
+88,863
262
$22.4M 0.06%
160,263
+55,101
263
$22.3M 0.06%
203,223
+187,114
264
$22.2M 0.06%
240,272
+54,374
265
$22.1M 0.06%
1,077,388
-465,252
266
$22.1M 0.06%
453,905
-6,281
267
$22.1M 0.06%
239,236
-11,068
268
$22M 0.06%
903,431
+31,469
269
$21.9M 0.06%
181,454
-19,945
270
$21.7M 0.06%
462,410
-34,462
271
$21.5M 0.06%
754,780
-8,968
272
$21.4M 0.06%
68,433
+4,580
273
$21.4M 0.06%
625,876
-19,198
274
$21.3M 0.06%
321,475
-53,999
275
$21.3M 0.06%
419,763
+60,737
9 10
11
12 13