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
376
$12.9M 0.04%
754,636
-30,816
377
$12.9M 0.04%
93,713
+11,430
378
$12.9M 0.04%
952,255
+294,409
379
$12.9M 0.04%
29,552
+1,413
380
$12.8M 0.04%
266,552
-21,216
381
$12.6M 0.03%
363,748
+38,307
382
$12.5M 0.03%
94,041
-50,236
383
$12.5M 0.03%
253,234
-32,886
384
$12.5M 0.03%
130,932
-11,787
385
$12.3M 0.03%
79,777
-133,296
386
$12.3M 0.03%
349,102
+56,791
387
$12.3M 0.03%
634,730
+39,140
388
$12.2M 0.03%
538,293
-99,995
389
$12.1M 0.03%
491,859
-1,224
390
$12M 0.03%
354,194
+24,091
391
$12M 0.03%
350,023
+134,322
392
$12M 0.03%
246,157
-18,360
393
$12M 0.03%
593,130
-86,715
394
$12M 0.03%
212,922
-111,288
395
$11.9M 0.03%
1,518,911
+529,919
396
$11.9M 0.03%
227,866
-165,722
397
$11.8M 0.03%
534,017
+37,228
398
$11.8M 0.03%
128,458
+58,295
399
$11.7M 0.03%
381,497
-299,287
400
$11.7M 0.03%
187,923
-17,938
14 15
16
17 18