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
301
$18.2M 0.05%
302,326
+38,417
302
$18.2M 0.05%
1,108,448
+45,264
303
$18.2M 0.05%
623,202
-213,344
304
$18M 0.05%
68,821
-56,668
305
$17.9M 0.05%
322,922
-32,080
306
$17.9M 0.05%
56,362
-72,541
307
$17.8M 0.05%
131,579
-92,606
308
$17.7M 0.05%
720,217
-64,341
309
$17.6M 0.05%
1,019,733
-792,955
310
$17.6M 0.05%
80,217
+18,454
311
$17.5M 0.05%
732,220
-728,380
312
$17.5M 0.05%
392,158
+3,703
313
$17.4M 0.05%
60,302
-1,194
314
$17.2M 0.05%
112,995
+35,329
315
$17.2M 0.05%
12,805
-4,338
316
$16.9M 0.05%
3,681,698
+407,288
317
$16.8M 0.05%
271,484
+13,161
318
$16.8M 0.05%
210,043
+15,486
319
$16.6M 0.05%
327,616
+46,378
320
$16.6M 0.05%
161,954
+4,993
321
$16.5M 0.05%
245,748
+84,160
322
$16.5M 0.05%
155,612
+81,617
323
$16.5M 0.05%
527,784
-34,467
324
$16.3M 0.04%
958,911
+114,817
325
$16.2M 0.04%
659,652
+97,219
11 12
13
14 15