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
776
$3.7M 0.01%
195,962
-1,609
777
$3.67M 0.01%
53,366
+5,196
778
$3.67M 0.01%
479,199
-64,167
779
$3.66M 0.01%
76,864
+2,215
780
$3.64M 0.01%
60,310
-7,522
781
$3.61M 0.01%
88,625
-3,154
782
$3.6M 0.01%
57,111
+742
783
$3.59M 0.01%
47,075
-64,038
784
$3.57M 0.01%
81,204
+7,702
785
$3.51M 0.01%
226,063
-5,218
786
$3.51M 0.01%
63,534
-1,142
787
$3.51M 0.01%
218,623
+155,840
788
$3.51M 0.01%
77,419
+20,408
789
$3.5M 0.01%
97,877
-26,143
790
$3.48M 0.01%
327,538
+38,738
791
$3.48M 0.01%
126,211
-37,658
792
$3.48M 0.01%
77,840
-5,395
793
$3.48M 0.01%
146,956
+2,790
794
$3.47M 0.01%
204,685
+14,264
795
$3.47M 0.01%
210,022
+96,860
796
$3.46M 0.01%
63,800
-372
797
$3.46M 0.01%
24,128
+965
798
$3.46M 0.01%
87,096
-263,941
799
$3.46M 0.01%
48,062
-34,542
800
$3.45M 0.01%
40,108
-186,235
30 31
32
33 34