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
1151
$1.63M ﹤0.01%
36,262
+8,786
1152
$1.63M ﹤0.01%
50,599
-336,470
1153
$1.63M ﹤0.01%
238,320
-463,032
1154
$1.62M ﹤0.01%
67,114
-15,791
1155
$1.62M ﹤0.01%
81,343
-25,876
1156
$1.62M ﹤0.01%
8,879
-9,517
1157
$1.62M ﹤0.01%
52,684
+1,757
1158
$1.61M ﹤0.01%
150,778
-154,894
1159
$1.61M ﹤0.01%
165,000
1160
$1.61M ﹤0.01%
89,530
-6,540
1161
$1.6M ﹤0.01%
40,871
-99
1162
$1.6M ﹤0.01%
34,625
-58,076
1163
$1.6M ﹤0.01%
15,795
+159
1164
$1.6M ﹤0.01%
63,155
+16,591
1165
$1.6M ﹤0.01%
8,579
-874
1166
$1.6M ﹤0.01%
65,100
+100
1167
$1.59M ﹤0.01%
36,180
+4,226
1168
$1.59M ﹤0.01%
127,100
+15,482
1169
$1.59M ﹤0.01%
46,450
+8,721
1170
$1.59M ﹤0.01%
+61,855
1171
$1.58M ﹤0.01%
161,426
-60,041
1172
$1.58M ﹤0.01%
198,760
+3,251
1173
$1.58M ﹤0.01%
32,470
+14,246
1174
$1.58M ﹤0.01%
40,807
+19,873
1175
$1.57M ﹤0.01%
77,363
+3,368
45 46
47
48 49