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
951
$2.44M 0.01%
42,907
-138,864
952
$2.44M 0.01%
19,263
+114
953
$2.44M 0.01%
23,134
-130,663
954
$2.44M 0.01%
127,676
-28,389
955
$2.43M 0.01%
130,466
+41,438
956
$2.43M 0.01%
482,044
-302,380
957
$2.42M 0.01%
58,290
-87,349
958
$2.42M 0.01%
32,987
-10,368
959
$2.42M 0.01%
70,067
+33,304
960
$2.41M 0.01%
85,769
-44,142
961
$2.41M 0.01%
37,831
+3,819
962
$2.41M 0.01%
82,188
-1,941
963
$2.41M 0.01%
44,104
-43,788
964
$2.41M 0.01%
31,969
-2,028
965
$2.4M 0.01%
47,651
+691
966
$2.38M 0.01%
83,190
-10,308
967
$2.37M 0.01%
84,158
+14,661
968
$2.36M 0.01%
115,364
-8,387
969
$2.35M 0.01%
167,727
-4,801
970
$2.35M 0.01%
73,065
+2,488
971
$2.35M 0.01%
112,508
+14,645
972
$2.34M 0.01%
311,277
+16,175
973
$2.32M 0.01%
40,551
-19,789
974
$2.32M 0.01%
175,480
+9,698
975
$2.32M 0.01%
44,885
+64
37 38
39
40 41