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
976
$2.31M 0.01%
23,389
+2,561
977
$2.31M 0.01%
127,066
+24,222
978
$2.31M 0.01%
65,090
-3,664
979
$2.3M 0.01%
61,000
+10,900
980
$2.3M 0.01%
66,490
-12,472
981
$2.3M 0.01%
41,650
+4,216
982
$2.29M 0.01%
28,766
+970
983
$2.29M 0.01%
120,122
+101,613
984
$2.29M 0.01%
104,313
+17,018
985
$2.28M 0.01%
85,177
+32
986
$2.28M 0.01%
41,875
-43,089
987
$2.28M 0.01%
69,313
+262
988
$2.28M 0.01%
72,346
+7,729
989
$2.27M 0.01%
28,651
-522
990
$2.27M 0.01%
441,822
+35,073
991
$2.25M 0.01%
101,267
-33,237
992
$2.24M 0.01%
+38,989
993
$2.24M 0.01%
55,956
-59,636
994
$2.23M 0.01%
38,805
+4,292
995
$2.22M 0.01%
15,727
-104,393
996
$2.22M 0.01%
97,317
+25,378
997
$2.22M 0.01%
85,137
+1,944
998
$2.21M 0.01%
41,883
+18,292
999
$2.21M 0.01%
156,850
+3,114
1000
$2.19M 0.01%
30,061
-2,038
38 39
40
41 42