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
1226
$1.43M ﹤0.01%
60,126
-44,887
1227
$1.43M ﹤0.01%
+53,574
1228
$1.43M ﹤0.01%
29,234
-16,227
1229
$1.43M ﹤0.01%
39,996
+12,696
1230
$1.42M ﹤0.01%
24,377
-1,082
1231
$1.41M ﹤0.01%
37,639
+116
1232
$1.4M ﹤0.01%
61,332
-128,916
1233
$1.4M ﹤0.01%
23,932
+4,492
1234
$1.4M ﹤0.01%
38,057
+89
1235
$1.4M ﹤0.01%
140,000
+28,925
1236
$1.39M ﹤0.01%
24,467
+1,310
1237
$1.39M ﹤0.01%
144,102
-54,931
1238
$1.39M ﹤0.01%
7,805
-2,251
1239
$1.38M ﹤0.01%
34,305
+24,729
1240
$1.38M ﹤0.01%
144,997
+3,879
1241
$1.38M ﹤0.01%
25,732
-2,476
1242
$1.37M ﹤0.01%
42,117
+12,771
1243
$1.37M ﹤0.01%
59,336
+173
1244
$1.37M ﹤0.01%
53,649
-2,915
1245
$1.37M ﹤0.01%
144,810
+10,125
1246
$1.37M ﹤0.01%
24,712
-368
1247
$1.36M ﹤0.01%
321,784
+195,172
1248
$1.36M ﹤0.01%
33,749
+7,636
1249
$1.36M ﹤0.01%
178,164
+3,586
1250
$1.36M ﹤0.01%
439,700
+8,890
48 49
50
51 52