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
601
$6.15M 0.02%
228,014
+2,688
602
$6.14M 0.02%
82,999
+18,074
603
$6.13M 0.02%
81,420
+1,741
604
$6.12M 0.02%
72,710
-4,008
605
$6.1M 0.02%
91,678
-6,306
606
$6.1M 0.02%
108,263
+33,545
607
$6.07M 0.02%
250,996
-7,003
608
$5.94M 0.02%
57,967
-13,473
609
$5.93M 0.02%
82,906
-18,048
610
$5.92M 0.02%
230,956
+6,996
611
$5.91M 0.02%
100,787
+25,338
612
$5.9M 0.02%
60,074
-24,727
613
$5.88M 0.02%
112,048
+43,759
614
$5.88M 0.02%
288,570
+16,412
615
$5.84M 0.02%
393,988
-7,791
616
$5.84M 0.02%
161,029
-262,678
617
$5.8M 0.02%
245,461
-89,780
618
$5.78M 0.02%
52,835
+4,435
619
$5.77M 0.02%
299,779
+27,198
620
$5.77M 0.02%
+228,052
621
$5.77M 0.02%
212,449
+9,151
622
$5.72M 0.02%
53,370
-4,371
623
$5.72M 0.02%
325,311
+102,626
624
$5.69M 0.02%
117,914
-16,074
625
$5.68M 0.02%
61,642
+26,235
23 24
25
26 27