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
876
$2.87M 0.01%
259,271
-148,155
877
$2.85M 0.01%
66,530
+12,318
878
$2.85M 0.01%
73,140
+59
879
$2.85M 0.01%
87,747
+1,219
880
$2.84M 0.01%
20,335
+2,498
881
$2.83M 0.01%
101,452
-21,214
882
$2.82M 0.01%
61,115
-577
883
$2.82M 0.01%
174,313
+44,124
884
$2.82M 0.01%
+238,815
885
$2.82M 0.01%
155,332
+7,787
886
$2.81M 0.01%
66,353
-25,348
887
$2.8M 0.01%
203,546
-73,841
888
$2.8M 0.01%
99,751
-62,054
889
$2.79M 0.01%
49,014
-3,472
890
$2.77M 0.01%
28,062
+19,293
891
$2.77M 0.01%
31,569
+93
892
$2.77M 0.01%
127,759
+8,807
893
$2.76M 0.01%
296,135
+315
894
$2.76M 0.01%
46,327
-23,855
895
$2.76M 0.01%
55,540
-38,295
896
$2.75M 0.01%
212,860
-32,792
897
$2.74M 0.01%
61,884
+28,480
898
$2.73M 0.01%
116,724
+43,016
899
$2.73M 0.01%
33,838
-9,090
900
$2.73M 0.01%
80,184
+2,293
34 35
36
37 38