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
276
$21.3M 0.06%
266,405
-7,236
277
$21.3M 0.06%
464,482
-74,312
278
$21.3M 0.06%
271,491
+69,877
279
$21.2M 0.06%
117,444
-50,986
280
$21.2M 0.06%
336,147
-194,730
281
$21.1M 0.06%
357,459
+23,459
282
$20.9M 0.06%
854,300
+137,378
283
$20.9M 0.06%
904,654
+390,917
284
$20.6M 0.06%
327,614
-80,599
285
$20.4M 0.06%
583,580
286
$20.4M 0.06%
87,676
+2,900
287
$20.2M 0.06%
391,404
-49,181
288
$20.2M 0.06%
494,781
+11,090
289
$20M 0.06%
402,908
-11,345
290
$19.9M 0.05%
270,444
-53,356
291
$19.8M 0.05%
703,196
+72,515
292
$19.7M 0.05%
577,888
-134,957
293
$19.5M 0.05%
421,729
+350,047
294
$19M 0.05%
278,157
-208,781
295
$18.8M 0.05%
576,328
-172,862
296
$18.8M 0.05%
411,514
-1,917,700
297
$18.6M 0.05%
411,266
+206,145
298
$18.5M 0.05%
390,696
+917
299
$18.3M 0.05%
200,255
-207,701
300
$18.3M 0.05%
143,953
+32,813
10 11
12
13 14