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
1001
$2.19M 0.01%
28,562
+45
1002
$2.19M 0.01%
45,765
+536
1003
$2.18M 0.01%
34,112
+622
1004
$2.18M 0.01%
207,912
-105,388
1005
$2.18M 0.01%
90,911
+4,936
1006
$2.17M 0.01%
283,538
+56,918
1007
$2.17M 0.01%
128,831
-3,698
1008
$2.17M 0.01%
99,090
+2,247
1009
$2.17M 0.01%
33,104
-8,077
1010
$2.16M 0.01%
76,568
-55,768
1011
$2.15M 0.01%
87,890
+8,409
1012
$2.15M 0.01%
124,656
-85,999
1013
$2.13M 0.01%
101,105
-32,400
1014
$2.13M 0.01%
408,908
+41,664
1015
$2.13M 0.01%
68,871
+29,828
1016
$2.12M 0.01%
2,328
+38
1017
$2.12M 0.01%
42,765
-9,664
1018
$2.1M 0.01%
52,452
+12,140
1019
$2.1M 0.01%
64,935
+6,024
1020
$2.08M 0.01%
20,993
+4,635
1021
$2.08M 0.01%
172,645
+19,067
1022
$2.08M 0.01%
82,906
-303,846
1023
$2.07M 0.01%
45,352
-44,243
1024
$2.05M 0.01%
85,013
-75,587
1025
$2.05M 0.01%
+67,994
39 40
41
42 43