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
626
$5.67M 0.02%
69,789
-43,484
627
$5.67M 0.02%
231,818
-82,690
628
$5.66M 0.02%
213,616
+59,423
629
$5.66M 0.02%
617,213
-239,209
630
$5.64M 0.02%
37,334
-5,634
631
$5.64M 0.02%
194,876
+16,108
632
$5.61M 0.02%
102,266
-709,148
633
$5.56M 0.02%
227,578
-7,848
634
$5.55M 0.02%
48,473
+6,083
635
$5.53M 0.02%
239,491
-138,215
636
$5.52M 0.02%
204,293
-24,557
637
$5.49M 0.02%
57,921
+4,801
638
$5.49M 0.02%
308,745
+45,977
639
$5.42M 0.02%
96,669
+35,198
640
$5.37M 0.01%
314,440
+10,963
641
$5.35M 0.01%
106,251
-7,531
642
$5.34M 0.01%
35,448
+711
643
$5.33M 0.01%
332,630
+120,275
644
$5.32M 0.01%
97,832
+9,241
645
$5.3M 0.01%
204,831
+31,976
646
$5.28M 0.01%
306,123
-30,870
647
$5.21M 0.01%
481,040
+39,184
648
$5.2M 0.01%
176,855
+28,075
649
$5.19M 0.01%
533,171
-349,594
650
$5.17M 0.01%
57,797
-9,570
24 25
26
27 28