Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
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
76
$134M 0.37%
840,073
-8,580
77
$133M 0.37%
20,258,000
-3,359,200
78
$131M 0.36%
2,344,884
-223,190
79
$130M 0.36%
1,780,379
-205,645
80
$129M 0.36%
1,047,190
+26,173
81
$126M 0.35%
1,861,192
-2,061,188
82
$123M 0.34%
927,770
+124,663
83
$121M 0.33%
2,977,967
+301,867
84
$120M 0.33%
1,193,457
+194,907
85
$119M 0.33%
1,378,209
-195,824
86
$119M 0.33%
963,122
+230,012
87
$110M 0.3%
745,301
-27,081
88
$110M 0.3%
668,476
-9,752
89
$110M 0.3%
1,391,898
+52,068
90
$109M 0.3%
560,607
-94,050
91
$108M 0.3%
3,214,487
-370,501
92
$108M 0.3%
3,671,138
+25,740
93
$106M 0.29%
793,692
-194,329
94
$105M 0.29%
1,772,096
-176,606
95
$104M 0.29%
307,107
-126,818
96
$103M 0.28%
2,552,254
-127,028
97
$101M 0.28%
727,839
-7,009
98
$99.5M 0.27%
2,893,703
-265,379
99
$98M 0.27%
426,480
-54,853
100
$96.6M 0.27%
1,264,817
+165,441
2 3
4
5 6