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
3026
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-20,222
3027
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-14,137
3028
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-2,399
3029
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-84,656
3030
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3031
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3032
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3033
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-7,965
3034
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-58,740
3035
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-3,425
3036
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-10,111
3037
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-43,546
3038
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-1,868
3039
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-37,776
3040
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-44,103
3041
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-10,158
3042
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-2,814
3043
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3044
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3045
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-12,404
3046
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-4,970
3047
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-58,440
3048
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-14,319
3049
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-13,419
3050
– –
-3,377
120 121
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