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
1076
$1.84M 0.01%
174,785
-85
1077
$1.84M 0.01%
22,793
+3,197
1078
$1.84M 0.01%
43,699
-12,665
1079
$1.84M 0.01%
10,527
-85,969
1080
$1.83M 0.01%
34,090
+465
1081
$1.83M 0.01%
298,556
+26,954
1082
$1.82M 0.01%
23,352
-212,055
1083
$1.82M 0.01%
18,051
-11,909
1084
$1.82M 0.01%
71,520
+355
1085
$1.81M 0.01%
99,498
-11,871
1086
$1.81M 0.01%
45,314
-58,093
1087
$1.81M 0.01%
53,130
-58,647
1088
$1.81M 0.01%
70,018
+2,443
1089
$1.81M 0.01%
+73,617
1090
$1.81M 0.01%
+137,058
1091
$1.81M 0.01%
1,095
+296
1092
$1.8M 0.01%
+371,487
1093
$1.79M 0.01%
29,159
-476
1094
$1.79M 0.01%
58,643
+5,690
1095
$1.79M ﹤0.01%
41,780
+943
1096
$1.79M ﹤0.01%
19,727
+7,289
1097
$1.78M ﹤0.01%
296,352
-24,146
1098
$1.78M ﹤0.01%
44,440
+150
1099
$1.78M ﹤0.01%
8,431
-66,115
1100
$1.78M ﹤0.01%
92,000
-10,000
42 43
44
45 46