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
1176
$1.57M ﹤0.01%
36,583
-2,185
1177
$1.57M ﹤0.01%
47,269
+726
1178
$1.56M ﹤0.01%
31,264
+16,521
1179
$1.56M ﹤0.01%
41,567
+6,143
1180
$1.56M ﹤0.01%
44,074
-17,672
1181
$1.56M ﹤0.01%
45,288
+4,304
1182
$1.56M ﹤0.01%
39,233
+5,095
1183
$1.56M ﹤0.01%
203,044
-3,137
1184
$1.56M ﹤0.01%
111,991
+27,669
1185
$1.55M ﹤0.01%
564,720
-18,685
1186
$1.55M ﹤0.01%
46,050
-18,107
1187
$1.54M ﹤0.01%
116,312
+5,945
1188
$1.54M ﹤0.01%
17,925
-76,430
1189
$1.54M ﹤0.01%
30,838
-197,328
1190
$1.54M ﹤0.01%
29,020
+475
1191
$1.54M ﹤0.01%
21,997
-2,132
1192
$1.54M ﹤0.01%
129,865
-552
1193
$1.53M ﹤0.01%
16,877
+1,134
1194
$1.53M ﹤0.01%
182,156
-56,446
1195
$1.53M ﹤0.01%
145,605
+751
1196
$1.53M ﹤0.01%
54,916
+196
1197
$1.53M ﹤0.01%
152,550
+2,600
1198
$1.53M ﹤0.01%
18,860
-3,654
1199
$1.53M ﹤0.01%
43,245
+1,410
1200
$1.52M ﹤0.01%
119,799
-7,017
46 47
48
49 50