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
476
$9.16M 0.03%
206,012
-695,664
477
$9.15M 0.03%
383,349
+42,666
478
$9.12M 0.03%
102,940
+9,898
479
$9.06M 0.03%
102,597
-2,779
480
$9.04M 0.03%
317,201
+108,345
481
$8.94M 0.02%
121,662
-876
482
$8.94M 0.02%
382,248
-16,195
483
$8.91M 0.02%
123,399
+19,977
484
$8.88M 0.02%
149,616
-9,559
485
$8.72M 0.02%
197,375
+1,883
486
$8.65M 0.02%
70,342
-55,774
487
$8.63M 0.02%
216,716
-28,875
488
$8.61M 0.02%
415,756
-32,953
489
$8.59M 0.02%
124,881
-3,569
490
$8.58M 0.02%
+1,078,470
491
$8.58M 0.02%
133,863
-6,674
492
$8.49M 0.02%
56,165
-6,216
493
$8.48M 0.02%
194,464
-7,227
494
$8.47M 0.02%
25,470
+2,732
495
$8.47M 0.02%
119,245
+10,768
496
$8.4M 0.02%
350,175
+86,376
497
$8.35M 0.02%
56,628
+13,988
498
$8.34M 0.02%
107,041
+3,582
499
$8.32M 0.02%
487,030
-175,665
500
$8.29M 0.02%
430,686
+68,616
18 19
20
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