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
751
$3.89M 0.01%
171,382
-193,919
752
$3.89M 0.01%
92,048
+2,843
753
$3.88M 0.01%
24,529
+872
754
$3.87M 0.01%
78,191
-15,880
755
$3.85M 0.01%
100,890
-6,685
756
$3.85M 0.01%
73,202
-359,596
757
$3.84M 0.01%
50,404
-4,442
758
$3.83M 0.01%
115,576
-7,962
759
$3.82M 0.01%
293,043
-464,301
760
$3.81M 0.01%
70,424
+3,229
761
$3.81M 0.01%
28,936
-618
762
$3.79M 0.01%
339,640
-367,759
763
$3.79M 0.01%
29,794
+11,671
764
$3.78M 0.01%
225,529
+23,240
765
$3.77M 0.01%
69,826
-10,562
766
$3.76M 0.01%
76,171
-27,803
767
$3.76M 0.01%
32,665
+3,308
768
$3.75M 0.01%
192,601
+8,433
769
$3.75M 0.01%
93,822
-113,433
770
$3.73M 0.01%
106,355
+910
771
$3.73M 0.01%
38,822
+5,375
772
$3.73M 0.01%
340,237
-4,134
773
$3.72M 0.01%
64,094
+3,988
774
$3.71M 0.01%
42,193
-202
775
$3.71M 0.01%
17,501
+8,057
29 30
31
32 33