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
1126
$1.7M ﹤0.01%
45,175
+1,570
1127
$1.7M ﹤0.01%
35,075
+308
1128
$1.7M ﹤0.01%
62,276
-3,205
1129
$1.7M ﹤0.01%
251,294
-1,711
1130
$1.69M ﹤0.01%
144,735
+14,745
1131
$1.69M ﹤0.01%
89,051
+1,461
1132
$1.69M ﹤0.01%
56,521
-6,706
1133
$1.69M ﹤0.01%
176,307
+132,005
1134
$1.68M ﹤0.01%
139,801
+6,678
1135
$1.67M ﹤0.01%
60,921
+14,311
1136
$1.67M ﹤0.01%
12,676
-1,521
1137
$1.67M ﹤0.01%
110,004
+7,661
1138
$1.67M ﹤0.01%
46,234
-51
1139
$1.66M ﹤0.01%
27,284
+10,944
1140
$1.66M ﹤0.01%
90,216
+2,128
1141
$1.66M ﹤0.01%
206,955
-62,572
1142
$1.65M ﹤0.01%
186,030
+7,650
1143
$1.65M ﹤0.01%
56,417
-19,725
1144
$1.65M ﹤0.01%
157,341
-96
1145
$1.64M ﹤0.01%
32,292
+3,869
1146
$1.64M ﹤0.01%
91,945
+57,240
1147
$1.64M ﹤0.01%
403,006
+38,899
1148
$1.64M ﹤0.01%
44,063
+18,066
1149
$1.64M ﹤0.01%
41,639
+2,186
1150
$1.64M ﹤0.01%
30,462
+2,345
44 45
46
47 48