Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
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
51
$177M 0.49%
1,245,648
+113,427
52
$176M 0.49%
621,597
-136,872
53
$170M 0.47%
983,208
+837,048
54
$167M 0.46%
3,502,963
+390,716
55
$166M 0.46%
1,100,192
-161,888
56
$165M 0.46%
1,379,090
-10,878
57
$161M 0.44%
2,956,510
+912,154
58
$160M 0.44%
1,835,896
-1,647,123
59
$159M 0.44%
2,194,707
-248,046
60
$158M 0.44%
1,012,211
+710,663
61
$157M 0.43%
4,135,006
+663,684
62
$157M 0.43%
2,057,219
-221,990
63
$155M 0.43%
849,869
+5,906
64
$151M 0.42%
1,043,852
-12,905
65
$150M 0.42%
1,044,902
-101,419
66
$149M 0.41%
617,284
-246,138
67
$146M 0.4%
3,063,758
-398,534
68
$145M 0.4%
1,557,933
+714,501
69
$145M 0.4%
1,084,941
-272,465
70
$144M 0.4%
1,355,724
-81,338
71
$143M 0.4%
1,915,309
+660,510
72
$140M 0.39%
1,220,546
+211,096
73
$139M 0.38%
1,056,673
-53,504
74
$136M 0.37%
669,735
-119,150
75
$135M 0.37%
5,559,345
+65,518
1 2
3
4 5