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
426
$10.9M 0.03%
96,299
-4,410
427
$10.8M 0.03%
261,895
+3,453
428
$10.8M 0.03%
465,354
+23,668
429
$10.7M 0.03%
269,649
+23,126
430
$10.7M 0.03%
171,693
+160,832
431
$10.6M 0.03%
524,150
+397,405
432
$10.6M 0.03%
621,415
-58,725
433
$10.5M 0.03%
310,684
-107,970
434
$10.5M 0.03%
106,431
-49,544
435
$10.5M 0.03%
645,869
-179,386
436
$10.4M 0.03%
198,801
-40,228
437
$10.4M 0.03%
892,639
+102,609
438
$10.3M 0.03%
482,157
+1,385
439
$10.3M 0.03%
67,233
-21,543
440
$10.3M 0.03%
112,245
-3,439
441
$10.3M 0.03%
116,644
-552
442
$10.3M 0.03%
276,698
-31,197
443
$10.3M 0.03%
144,453
+23,899
444
$10.2M 0.03%
228,139
-115,845
445
$10.2M 0.03%
243,198
-67,087
446
$10.2M 0.03%
94,827
+2,813
447
$10.2M 0.03%
462,787
+54,349
448
$10.2M 0.03%
134,837
-2,246
449
$10.1M 0.03%
57,226
-24,060
450
$9.95M 0.03%
230,406
-35,574
16 17
18
19 20