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
3101
– –
-14,108
3102
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-49,012
3103
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-50,845
3104
– –
-60,977
3105
– –
-32,002
3106
– –
-31,588
3107
– –
-9,846
3108
– –
-20,000
3109
– –
-4,638
3110
– –
-95,956
3111
– –
-8,497
3112
– –
-10,433
3113
– –
-10,400
3114
– –
-33,121
3115
– –
-363,403
3116
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-22,754
3117
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-90,189
3118
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-90,268
3119
– –
-11,005
3120
– –
-16,469
3121
– –
-6,390
3122
– –
-9,483
3123
– –
-10,395
3124
– –
-1,748
3125
– –
-48,726
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