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
1051
$1.97M 0.01%
27,190
-5,530
1052
$1.96M 0.01%
155,437
-14,787
1053
$1.95M 0.01%
78,599
-302,855
1054
$1.95M 0.01%
107,168
-2,083
1055
$1.94M 0.01%
74,965
+18,604
1056
$1.93M 0.01%
411,666
-1,500,805
1057
$1.93M 0.01%
15,829
-7,143
1058
$1.93M 0.01%
85,616
-25,842
1059
$1.93M 0.01%
133,840
-6,780
1060
$1.93M 0.01%
188,098
-39,263
1061
$1.92M 0.01%
92,417
+12,219
1062
$1.91M 0.01%
164,816
+30,455
1063
$1.91M 0.01%
61,084
-1,065
1064
$1.91M 0.01%
39,667
-7,513
1065
$1.9M 0.01%
188,710
-8,081
1066
$1.9M 0.01%
36,748
-137,907
1067
$1.9M 0.01%
57,962
+23,754
1068
$1.89M 0.01%
110,143
-8,356
1069
$1.89M 0.01%
76,571
+8,085
1070
$1.88M 0.01%
64,285
+45,356
1071
$1.88M 0.01%
37,670
-1,331
1072
$1.88M 0.01%
22,289
-5,714
1073
$1.87M 0.01%
29,887
+763
1074
$1.87M 0.01%
544,976
-29,313
1075
$1.86M 0.01%
123,195
-4,976
41 42
43
44 45