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
1201
$1.52M ﹤0.01%
59,147
+1,347
1202
$1.51M ﹤0.01%
+57,971
1203
$1.51M ﹤0.01%
154,619
-6,999
1204
$1.51M ﹤0.01%
102,912
+42,617
1205
$1.51M ﹤0.01%
38,875
-25,707
1206
$1.5M ﹤0.01%
141,700
+1,350
1207
$1.49M ﹤0.01%
203,654
-1,407
1208
$1.49M ﹤0.01%
23,245
+10,960
1209
$1.49M ﹤0.01%
44,273
-75,454
1210
$1.48M ﹤0.01%
72,808
-7,197
1211
$1.48M ﹤0.01%
264,230
+13,638
1212
$1.48M ﹤0.01%
9,919
+2,757
1213
$1.47M ﹤0.01%
20,762
-3,915
1214
$1.47M ﹤0.01%
43,122
+10,519
1215
$1.47M ﹤0.01%
31,286
-1,087
1216
$1.46M ﹤0.01%
398,839
+32,483
1217
$1.46M ﹤0.01%
84,936
-10,441
1218
$1.46M ﹤0.01%
14,663
+1,688
1219
$1.45M ﹤0.01%
20,894
-1,791
1220
$1.45M ﹤0.01%
101,395
+6,335
1221
$1.45M ﹤0.01%
4,122
-175
1222
$1.45M ﹤0.01%
34,356
-45,146
1223
$1.44M ﹤0.01%
21,971
+872
1224
$1.44M ﹤0.01%
36,177
-3,201
1225
$1.44M ﹤0.01%
76,284
+10,331
47 48
49
50 51