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
901
$2.72M 0.01%
26,448
-3,925
902
$2.72M 0.01%
189,107
+1,615
903
$2.72M 0.01%
115,747
-63,683
904
$2.71M 0.01%
157,091
-119,659
905
$2.71M 0.01%
82,556
-31,606
906
$2.7M 0.01%
194,751
+16,694
907
$2.69M 0.01%
142,270
+10,360
908
$2.69M 0.01%
31,370
-12,913
909
$2.68M 0.01%
26,151
-1,907
910
$2.68M 0.01%
173,500
+8,052
911
$2.68M 0.01%
26,467
+1,430
912
$2.68M 0.01%
276,506
+15,576
913
$2.68M 0.01%
44,463
+28,873
914
$2.67M 0.01%
86,676
+71,847
915
$2.66M 0.01%
1,986,424
-209,457
916
$2.65M 0.01%
69,337
+3,633
917
$2.65M 0.01%
50,575
+4,039
918
$2.64M 0.01%
81,870
+18,920
919
$2.64M 0.01%
159,115
-10,238
920
$2.64M 0.01%
158,042
+22,195
921
$2.63M 0.01%
66,048
+3,425
922
$2.63M 0.01%
17,895
-1,309
923
$2.63M 0.01%
131,550
-15,000
924
$2.63M 0.01%
127,043
-26,512
925
$2.62M 0.01%
86,116
+15,893
35 36
37
38 39