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
351
$14.5M 0.04%
313,623
+227,728
352
$14.5M 0.04%
1,345,304
-8,061
353
$14.5M 0.04%
1,075,824
-439,917
354
$14.4M 0.04%
342,867
+15,231
355
$14.4M 0.04%
110,653
+6,788
356
$14.3M 0.04%
448,906
+97,948
357
$14.3M 0.04%
499,994
-778,114
358
$14.2M 0.04%
183,936
-19,457
359
$14.1M 0.04%
90,246
+789
360
$14.1M 0.04%
260,913
-23,852
361
$14M 0.04%
235,700
-164,329
362
$13.9M 0.04%
217,278
-379,743
363
$13.7M 0.04%
309,947
+155,740
364
$13.7M 0.04%
506,863
+124,148
365
$13.6M 0.04%
157,773
+32,824
366
$13.5M 0.04%
378,297
+34,670
367
$13.4M 0.04%
232,248
-11,412
368
$13.4M 0.04%
163,614
+143,459
369
$13.3M 0.04%
1,005,166
-97,234
370
$13.2M 0.04%
700,482
+227,256
371
$13.1M 0.04%
262,758
+92,191
372
$13.1M 0.04%
53,951
+3,943
373
$13M 0.04%
117,877
+407
374
$12.9M 0.04%
49,252
+4,176
375
$12.9M 0.04%
1,345,639
-74,801
13 14
15
16 17