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
926
$2.62M 0.01%
410,618
+6,377
927
$2.62M 0.01%
158,486
+11,707
928
$2.61M 0.01%
14,126
-7,365
929
$2.61M 0.01%
73,539
+2,961
930
$2.6M 0.01%
993
-305
931
$2.6M 0.01%
89,232
+62,831
932
$2.59M 0.01%
25,033
-1,007
933
$2.59M 0.01%
223,212
+73,975
934
$2.58M 0.01%
162,250
-2,650
935
$2.58M 0.01%
32,430
-161,496
936
$2.58M 0.01%
71,556
+6,642
937
$2.56M 0.01%
182,406
+106,278
938
$2.53M 0.01%
32,224
-277
939
$2.52M 0.01%
34,345
+6,241
940
$2.5M 0.01%
54,067
-3,612
941
$2.49M 0.01%
74,946
-4,264
942
$2.49M 0.01%
105,390
+21,799
943
$2.49M 0.01%
42,596
+35,957
944
$2.48M 0.01%
+126,335
945
$2.48M 0.01%
92,134
-2,924
946
$2.47M 0.01%
27,314
-5,704
947
$2.46M 0.01%
68,933
-4,990
948
$2.46M 0.01%
35,839
-29,814
949
$2.45M 0.01%
344,424
-16,525
950
$2.45M 0.01%
97,225
+41,655
36 37
38
39 40