Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
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
26
$240M 0.66%
2,489,092
-955,181
27
$237M 0.65%
2,145,148
-121,022
28
$234M 0.65%
2,837,812
+1,773,141
29
$228M 0.63%
1,016,268
-38,993
30
$228M 0.63%
1,609,323
+69,244
31
$224M 0.62%
5,450,140
-1,860,124
32
$222M 0.61%
1,322,940
-66,361
33
$220M 0.61%
3,803,540
+47,340
34
$220M 0.61%
4,973,653
-1,405,040
35
$215M 0.59%
3,582,788
-140,892
36
$213M 0.59%
1,231,408
+70,959
37
$202M 0.56%
1,818,987
-28,801
38
$202M 0.56%
3,070,017
+361,431
39
$198M 0.55%
1,733,551
+507,872
40
$198M 0.55%
2,000,122
+525,532
41
$198M 0.55%
1,771,822
+142,099
42
$190M 0.53%
8,633,890
-840,102
43
$186M 0.51%
1,948,546
+46,500
44
$186M 0.51%
2,060,205
-57,642
45
$183M 0.51%
1,339,021
+106,668
46
$181M 0.5%
1,627,524
+112,477
47
$180M 0.5%
3,152,547
+572,346
48
$179M 0.5%
1,479,500
+669,887
49
$179M 0.5%
2,794,584
+367,345
50
$177M 0.49%
556,592
-122,360
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