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
726
$4.18M 0.01%
+2,091,269
727
$4.17M 0.01%
76,139
-52,899
728
$4.16M 0.01%
51,080
-15,577
729
$4.14M 0.01%
331,830
+178,220
730
$4.14M 0.01%
84,492
+39,989
731
$4.13M 0.01%
110,812
+16,777
732
$4.12M 0.01%
111,075
+54,010
733
$4.1M 0.01%
277,631
+9,801
734
$4.07M 0.01%
387,264
+149,997
735
$4.07M 0.01%
395,556
+65,682
736
$4.07M 0.01%
34,956
+2,530
737
$4.05M 0.01%
59,355
-16,272
738
$4.04M 0.01%
22,065
-47
739
$4.03M 0.01%
595,951
+38,108
740
$4.02M 0.01%
218,856
-12,200
741
$4.01M 0.01%
126,198
-59,209
742
$3.99M 0.01%
4,620
+27
743
$3.96M 0.01%
370,798
-7,919
744
$3.94M 0.01%
221,090
+93,137
745
$3.93M 0.01%
97,163
-14,364
746
$3.93M 0.01%
46,721
-4,352
747
$3.91M 0.01%
248,149
+34,999
748
$3.91M 0.01%
4,553
-4,972
749
$3.9M 0.01%
341,432
+182,198
750
$3.9M 0.01%
44,334
-5,879
28 29
30
31 32