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
826
$3.26M 0.01%
64,532
+12,073
827
$3.26M 0.01%
72,889
+44,662
828
$3.24M 0.01%
437,716
+195,845
829
$3.24M 0.01%
43,750
+31,535
830
$3.24M 0.01%
44,015
+800
831
$3.23M 0.01%
30,320
+14,623
832
$3.21M 0.01%
212,081
+68,401
833
$3.21M 0.01%
105,022
-4,802
834
$3.21M 0.01%
97,408
-209,871
835
$3.2M 0.01%
365,259
-8,581
836
$3.18M 0.01%
99,250
-6,024
837
$3.17M 0.01%
559,296
+295,100
838
$3.17M 0.01%
58,233
-351
839
$3.16M 0.01%
134,377
+7,125
840
$3.16M 0.01%
92,669
-2,402
841
$3.15M 0.01%
29,188
-9,734
842
$3.14M 0.01%
42,442
-8,184
843
$3.14M 0.01%
70,610
-273,822
844
$3.13M 0.01%
184,789
-42,508
845
$3.13M 0.01%
17,362
-71,388
846
$3.13M 0.01%
5,655
+3,121
847
$3.09M 0.01%
56,617
-55,387
848
$3.07M 0.01%
144,865
+13,231
849
$3.06M 0.01%
79,349
+57,316
850
$3.06M 0.01%
115,530
-25,645
32 33
34
35 36