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
1101
$1.78M ﹤0.01%
77,711
-33,491
1102
$1.78M ﹤0.01%
17,390
-2,942
1103
$1.77M ﹤0.01%
114,727
+8,095
1104
$1.77M ﹤0.01%
12,587
+252
1105
$1.77M ﹤0.01%
24,197
-5,013
1106
$1.77M ﹤0.01%
86,415
-187,772
1107
$1.76M ﹤0.01%
43,182
+516
1108
$1.76M ﹤0.01%
18,058
+2,444
1109
$1.76M ﹤0.01%
35,362
+18,855
1110
$1.75M ﹤0.01%
91,655
-396
1111
$1.75M ﹤0.01%
144,738
+36,261
1112
$1.74M ﹤0.01%
181,621
-90,718
1113
$1.74M ﹤0.01%
121,521
+3,005
1114
$1.74M ﹤0.01%
11,564
-524
1115
$1.73M ﹤0.01%
21,519
+703
1116
$1.73M ﹤0.01%
101,236
-13,371
1117
$1.73M ﹤0.01%
23,209
-2,804
1118
$1.72M ﹤0.01%
14,409
-3,384
1119
$1.72M ﹤0.01%
63,888
-7,522
1120
$1.72M ﹤0.01%
19,687
-2,914
1121
$1.71M ﹤0.01%
65,465
-297,704
1122
$1.71M ﹤0.01%
91,829
+4,694
1123
$1.71M ﹤0.01%
162,423
+13,121
1124
$1.7M ﹤0.01%
120,050
-2,218
1125
$1.7M ﹤0.01%
11,385
-1,071
43 44
45
46 47