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
651
$5.17M 0.01%
240,868
+7,182
652
$5.13M 0.01%
194,602
-244,249
653
$5.13M 0.01%
35,624
+5,158
654
$5.13M 0.01%
61,303
+44,685
655
$5.13M 0.01%
151,914
+782
656
$5.12M 0.01%
61,804
-69,504
657
$5.11M 0.01%
23,254
+8,814
658
$5.1M 0.01%
389,466
-1,314,148
659
$5.08M 0.01%
159,741
-76,614
660
$5.08M 0.01%
173,261
-20,141
661
$5.05M 0.01%
88,900
-123,097
662
$5.05M 0.01%
52,484
-1,516
663
$5.03M 0.01%
103,532
+11,936
664
$5.01M 0.01%
224,401
+10,623
665
$5M 0.01%
224,462
+13,773
666
$4.99M 0.01%
+193,116
667
$4.99M 0.01%
15,272
+3,446
668
$4.98M 0.01%
137,100
+4,572
669
$4.98M 0.01%
187,982
+5,552
670
$4.95M 0.01%
74,651
-33,110
671
$4.95M 0.01%
100,431
+27
672
$4.95M 0.01%
66,795
+11,307
673
$4.94M 0.01%
33,836
+17,275
674
$4.94M 0.01%
129,566
-2,550
675
$4.92M 0.01%
+196,025
25 26
27
28 29