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
326
$16.2M 0.04%
325,399
+77,493
327
$16.1M 0.04%
102,514
-84,810
328
$16M 0.04%
471,426
-163,788
329
$15.8M 0.04%
1,673,207
+32,863
330
$15.7M 0.04%
338,689
+13,641
331
$15.7M 0.04%
358,270
+77,765
332
$15.6M 0.04%
64,230
+6,268
333
$15.6M 0.04%
372,881
+16,115
334
$15.4M 0.04%
84,802
+5,894
335
$15.4M 0.04%
985,708
-1,286,534
336
$15.4M 0.04%
511,915
-634,654
337
$15.4M 0.04%
177,357
-1,397
338
$15.4M 0.04%
102,116
-7,489
339
$15.4M 0.04%
282,494
-87,318
340
$15.3M 0.04%
314,308
-216,660
341
$15.3M 0.04%
625,102
+192,320
342
$15.3M 0.04%
507,585
-89,560
343
$15M 0.04%
585,584
-72,806
344
$14.9M 0.04%
164,051
-39,636
345
$14.8M 0.04%
528,419
+315,895
346
$14.8M 0.04%
77,860
-4,537
347
$14.7M 0.04%
165,598
-8,571
348
$14.7M 0.04%
411,104
-754,998
349
$14.7M 0.04%
514,932
+197,478
350
$14.6M 0.04%
174,213
+5,663
12 13
14
15 16