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
551
$6.92M 0.02%
26,459
-933
552
$6.91M 0.02%
7,396
-1,309
553
$6.87M 0.02%
184,074
-87,699
554
$6.86M 0.02%
265,815
+71,640
555
$6.85M 0.02%
670,992
+295,098
556
$6.8M 0.02%
158,248
+16,413
557
$6.8M 0.02%
128,082
+64,657
558
$6.8M 0.02%
39,895
-21,469
559
$6.8M 0.02%
104,522
+51,177
560
$6.77M 0.02%
186,991
-29,135
561
$6.77M 0.02%
107,952
+8,202
562
$6.76M 0.02%
145,023
-41,270
563
$6.75M 0.02%
512,730
-90,620
564
$6.75M 0.02%
48,351
-516
565
$6.71M 0.02%
33,717
+413
566
$6.71M 0.02%
388,124
+187,485
567
$6.66M 0.02%
217,905
+101,123
568
$6.66M 0.02%
114,827
-225,331
569
$6.65M 0.02%
564,570
+106,822
570
$6.6M 0.02%
53,927
+32,462
571
$6.58M 0.02%
37,204
-16,507
572
$6.58M 0.02%
45,361
-73,692
573
$6.57M 0.02%
113,718
+81,292
574
$6.56M 0.02%
9,476
+1,874
575
$6.56M 0.02%
259,841
-49,438
21 22
23
24 25