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
401
$11.6M 0.03%
846,883
+40,542
402
$11.6M 0.03%
177,464
-16,303
403
$11.6M 0.03%
152,186
+31,712
404
$11.5M 0.03%
183,515
-42,239
405
$11.5M 0.03%
339,552
-577,104
406
$11.5M 0.03%
394,817
-23,747
407
$11.4M 0.03%
279,168
+275,078
408
$11.4M 0.03%
477,184
-39,748
409
$11.3M 0.03%
849,137
-8,948
410
$11.3M 0.03%
94,310
+13,585
411
$11.3M 0.03%
241,131
+7,583
412
$11.2M 0.03%
343,524
+151,856
413
$11.2M 0.03%
217,660
+9,966
414
$11.2M 0.03%
94,416
+58,233
415
$11.2M 0.03%
104,863
+7,320
416
$11.1M 0.03%
56,492
+4,503
417
$11M 0.03%
126,790
-145,748
418
$11M 0.03%
451,829
+39,768
419
$11M 0.03%
251,018
+7,296
420
$11M 0.03%
77,384
-8,990
421
$10.9M 0.03%
69,258
-4,193
422
$10.9M 0.03%
570,783
-313,134
423
$10.9M 0.03%
190,573
-216,260
424
$10.9M 0.03%
1,662,267
-132,676
425
$10.9M 0.03%
222,507
-153,511
15 16
17
18 19