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
701
$4.63M 0.01%
77,313
-3,616
702
$4.61M 0.01%
207,811
-49,467
703
$4.61M 0.01%
15,085
+1,511
704
$4.6M 0.01%
365,574
+53,016
705
$4.58M 0.01%
533,874
+31,243
706
$4.54M 0.01%
23,126
-1,688
707
$4.47M 0.01%
30,157
-13,778
708
$4.47M 0.01%
167,047
-10,839
709
$4.46M 0.01%
33,974
-6,082
710
$4.45M 0.01%
83,823
+62
711
$4.42M 0.01%
300,721
-65,343
712
$4.42M 0.01%
194,295
+11,052
713
$4.39M 0.01%
105,428
-69,652
714
$4.38M 0.01%
346,608
-60,096
715
$4.37M 0.01%
150,414
+22,351
716
$4.35M 0.01%
89,277
-25,040
717
$4.31M 0.01%
182,429
+753
718
$4.3M 0.01%
114,884
-666
719
$4.29M 0.01%
330,335
+5,188
720
$4.27M 0.01%
206,052
+17,802
721
$4.22M 0.01%
197,408
-63,584
722
$4.21M 0.01%
329,597
+171,957
723
$4.21M 0.01%
96,126
-49,802
724
$4.2M 0.01%
25,749
+3,551
725
$4.19M 0.01%
23,821
-60,446
27 28
29
30 31