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
501
$8.28M 0.02%
26,323
-32,026
502
$8.27M 0.02%
1,022,176
-54,112
503
$8.15M 0.02%
689,930
+20,410
504
$8.13M 0.02%
143,992
-10,564
505
$8.11M 0.02%
317,337
-64,218
506
$8.1M 0.02%
98,195
-3,858
507
$8.1M 0.02%
100,968
-10,877
508
$8.04M 0.02%
121,769
-2,823
509
$7.93M 0.02%
29,892
-60,628
510
$7.9M 0.02%
6,200
+22
511
$7.87M 0.02%
219,213
+59,830
512
$7.86M 0.02%
145,860
-15,967
513
$7.83M 0.02%
26,396
+2,782
514
$7.83M 0.02%
57,276
+16,493
515
$7.8M 0.02%
71,824
+2,642
516
$7.75M 0.02%
342,181
+28,872
517
$7.73M 0.02%
355,118
-1,230,628
518
$7.72M 0.02%
26,021
-842
519
$7.72M 0.02%
593,871
+208,527
520
$7.71M 0.02%
127,624
-24,378
521
$7.63M 0.02%
218,205
-28,530
522
$7.54M 0.02%
111,713
-8,371
523
$7.52M 0.02%
199,653
+8,204
524
$7.51M 0.02%
79,554
+11,196
525
$7.46M 0.02%
114,484
-4,366
19 20
21
22 23