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
3001
– –
-19,579
3002
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-46,504
3003
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-7,241
3004
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-4,867
3005
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-11,251
3006
– –
-4,759
3007
– –
-76,394
3008
– –
-3,305
3009
– –
-37,924
3010
– –
-105,194
3011
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-46,549
3012
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-3,272
3013
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-6,384
3014
– –
-9,276
3015
– –
-70,625
3016
– –
-10,705
3017
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-3,245
3018
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-112,266
3019
– –
-3,581
3020
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-65,715
3021
– –
-31,000
3022
– –
-17,382
3023
– –
-11,534
3024
– –
-76,660
3025
– –
-10,991
119 120
121
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