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
576
$6.54M 0.02%
94,876
+3,660
577
$6.53M 0.02%
490,240
+199,401
578
$6.5M 0.02%
1,358,996
-213,782
579
$6.5M 0.02%
53,651
-15,546
580
$6.49M 0.02%
131,971
+8,432
581
$6.48M 0.02%
228,712
+9,143
582
$6.47M 0.02%
89,834
+527
583
$6.47M 0.02%
203,707
-40,188
584
$6.47M 0.02%
42,308
+1,530
585
$6.46M 0.02%
37,162
-66,247
586
$6.46M 0.02%
133,543
-6,869
587
$6.44M 0.02%
51,147
+4,084
588
$6.42M 0.02%
89,592
-83
589
$6.39M 0.02%
186,491
-8,154
590
$6.39M 0.02%
350,240
-285,680
591
$6.29M 0.02%
186,145
+28,207
592
$6.28M 0.02%
101,811
+3,863
593
$6.25M 0.02%
446,172
-296,611
594
$6.25M 0.02%
319,650
-30,780
595
$6.24M 0.02%
61,294
-43,314
596
$6.23M 0.02%
80,394
+8,421
597
$6.21M 0.02%
117,683
+7,200
598
$6.2M 0.02%
4,892
+509
599
$6.19M 0.02%
684,037
-57,539
600
$6.16M 0.02%
185,960
-33,964
22 23
24
25 26