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
801
$3.43M 0.01%
119,173
+34,058
802
$3.43M 0.01%
112,030
+2,793
803
$3.43M 0.01%
90,768
+27,398
804
$3.43M 0.01%
54,736
-16,975
805
$3.42M 0.01%
285,003
+13,789
806
$3.39M 0.01%
48,561
+45,400
807
$3.39M 0.01%
510,093
+390,635
808
$3.39M 0.01%
16,178
+1,958
809
$3.39M 0.01%
195,131
+41,639
810
$3.38M 0.01%
45,256
-45,560
811
$3.38M 0.01%
124,751
+3,838
812
$3.37M 0.01%
69,199
-37,931
813
$3.37M 0.01%
325,003
+22,654
814
$3.35M 0.01%
54,411
+374
815
$3.35M 0.01%
63,181
+2,853
816
$3.34M 0.01%
284,831
-47,152
817
$3.33M 0.01%
104,513
-293,731
818
$3.33M 0.01%
118,077
+5,725
819
$3.32M 0.01%
16,554
+19
820
$3.32M 0.01%
218,665
+2,851
821
$3.29M 0.01%
81,754
+23,243
822
$3.28M 0.01%
82,235
+6,192
823
$3.28M 0.01%
153,666
+60,698
824
$3.28M 0.01%
144,895
-38,632
825
$3.27M 0.01%
118,220
+14,465
31 32
33
34 35