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
451
$9.94M 0.03%
342,650
+18,450
452
$9.93M 0.03%
70,018
-89,481
453
$9.92M 0.03%
68,238
+9,504
454
$9.87M 0.03%
293,047
-9,928
455
$9.85M 0.03%
335,524
-14,878
456
$9.85M 0.03%
205,926
+307
457
$9.83M 0.03%
201,278
+20,607
458
$9.83M 0.03%
221,805
+69,346
459
$9.73M 0.03%
213,474
-142,135
460
$9.71M 0.03%
87,234
-71,297
461
$9.67M 0.03%
163,899
+13,690
462
$9.63M 0.03%
189,204
-54,328
463
$9.61M 0.03%
820,287
+120,691
464
$9.57M 0.03%
224,576
-9,516
465
$9.53M 0.03%
224,343
-24,662
466
$9.53M 0.03%
19,925
+9,947
467
$9.52M 0.03%
689,342
+127,656
468
$9.52M 0.03%
1,158,293
-31,883
469
$9.51M 0.03%
297,329
+33,690
470
$9.47M 0.03%
263,468
-9,691
471
$9.44M 0.03%
223,950
+24,095
472
$9.41M 0.03%
314,371
+105,590
473
$9.25M 0.03%
91,596
-38,374
474
$9.2M 0.03%
164,848
+75,125
475
$9.19M 0.03%
18,922
+11,420
17 18
19
20 21