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
676
$4.91M 0.01%
90,740
+43,278
677
$4.91M 0.01%
93,899
-8,910
678
$4.91M 0.01%
132,273
-418,486
679
$4.9M 0.01%
50,738
-10,261
680
$4.87M 0.01%
59,553
-2,431
681
$4.87M 0.01%
106,554
+28,057
682
$4.86M 0.01%
103,268
-6,002
683
$4.85M 0.01%
25,601
-8,370
684
$4.84M 0.01%
11,219
+247
685
$4.84M 0.01%
39,808
+24,362
686
$4.83M 0.01%
193,851
+9,657
687
$4.82M 0.01%
65,535
+6,348
688
$4.8M 0.01%
84,814
+16,035
689
$4.79M 0.01%
102,034
-70,470
690
$4.78M 0.01%
71,803
-65,607
691
$4.75M 0.01%
56,276
-26,187
692
$4.73M 0.01%
52,270
+1,019
693
$4.71M 0.01%
104,967
-17,885
694
$4.69M 0.01%
163,537
-12,037
695
$4.67M 0.01%
+181,509
696
$4.67M 0.01%
80,385
-16,696
697
$4.66M 0.01%
25,540
-6,665
698
$4.66M 0.01%
27,359
+201
699
$4.65M 0.01%
246,608
-729
700
$4.64M 0.01%
36,552
+31,422
26 27
28
29 30