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
851
$3.05M 0.01%
48,326
-1,228
852
$3.04M 0.01%
22,283
+569
853
$3.03M 0.01%
22,378
-4,308
854
$3.02M 0.01%
33,694
-28,388
855
$3.01M 0.01%
70,608
+2,011
856
$3M 0.01%
47,610
-113,517
857
$3M 0.01%
42,467
-1,618
858
$3M 0.01%
323,296
-89,236
859
$2.98M 0.01%
46,634
+19,262
860
$2.98M 0.01%
137,350
-43,329
861
$2.98M 0.01%
48,178
+42,185
862
$2.98M 0.01%
96,325
+3,042
863
$2.97M 0.01%
158,994
-40,345
864
$2.95M 0.01%
42,180
-26,947
865
$2.95M 0.01%
248,605
-5,460
866
$2.95M 0.01%
31,587
-18,787
867
$2.94M 0.01%
82,085
+44,293
868
$2.94M 0.01%
209,347
-10,133
869
$2.94M 0.01%
7,673
+116
870
$2.91M 0.01%
181,599
+12,922
871
$2.9M 0.01%
134,113
-13,901
872
$2.9M 0.01%
37,136
+42
873
$2.88M 0.01%
117,670
-134,819
874
$2.87M 0.01%
32,991
-24,490
875
$2.87M 0.01%
543,573
+143,773
33 34
35
36 37