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
1251
$1.36M ﹤0.01%
137,765
+4,208
1252
$1.35M ﹤0.01%
18,362
+2,069
1253
$1.35M ﹤0.01%
28,422
+18,011
1254
$1.35M ﹤0.01%
16,772
-6,816
1255
$1.35M ﹤0.01%
60,187
-4,811
1256
$1.34M ﹤0.01%
266,559
+47,735
1257
$1.34M ﹤0.01%
9,767
-92,192
1258
$1.34M ﹤0.01%
401,414
+91,085
1259
$1.34M ﹤0.01%
58,529
-3,376
1260
$1.34M ﹤0.01%
35,534
+16,910
1261
$1.33M ﹤0.01%
4,540
+720
1262
$1.33M ﹤0.01%
23,728
-19,272
1263
$1.33M ﹤0.01%
51,042
+12,170
1264
$1.32M ﹤0.01%
15,365
-251
1265
$1.32M ﹤0.01%
49,464
+2,213
1266
$1.31M ﹤0.01%
171,724
+3,637
1267
$1.31M ﹤0.01%
63,354
+1,248
1268
$1.31M ﹤0.01%
72,749
-39,044
1269
$1.31M ﹤0.01%
64,016
+33,662
1270
$1.31M ﹤0.01%
44,038
+5,374
1271
$1.29M ﹤0.01%
34,430
+380
1272
$1.29M ﹤0.01%
5,730
-13
1273
$1.29M ﹤0.01%
44,376
+4,147
1274
$1.29M ﹤0.01%
30,274
-7,712
1275
$1.29M ﹤0.01%
62,287
+31,589
49 50
51
52 53