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
526
$7.43M 0.02%
134,755
-240,027
527
$7.32M 0.02%
200,746
+19,473
528
$7.32M 0.02%
348,971
-1,193
529
$7.29M 0.02%
53,696
+8,047
530
$7.24M 0.02%
240,815
-71,169
531
$7.21M 0.02%
53,259
+1,731
532
$7.17M 0.02%
72,561
+27,711
533
$7.16M 0.02%
306,884
-100,084
534
$7.16M 0.02%
47,377
+15,774
535
$7.12M 0.02%
122,548
+2,068
536
$7.1M 0.02%
129,206
+725
537
$7.08M 0.02%
188,958
-10,086
538
$7.07M 0.02%
87,264
-7,603
539
$7.07M 0.02%
310,032
-14,133
540
$7.06M 0.02%
26,117
+343
541
$7.06M 0.02%
291,718
+32,270
542
$7.05M 0.02%
134,981
+15,877
543
$7.04M 0.02%
129,947
-68,323
544
$7.04M 0.02%
172,592
+45,589
545
$7.03M 0.02%
74,132
-20,012
546
$7.02M 0.02%
45,169
-85,250
547
$7.01M 0.02%
165,704
+8,723
548
$6.99M 0.02%
166,206
+46,936
549
$6.96M 0.02%
467,678
+39,843
550
$6.93M 0.02%
79,378
+216
20 21
22
23 24