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
1276
$1.28M ﹤0.01%
+44,025
1277
$1.28M ﹤0.01%
8,760
-92,494
1278
$1.28M ﹤0.01%
57,034
+3,463
1279
$1.28M ﹤0.01%
257,349
+81,014
1280
$1.27M ﹤0.01%
12,602
-3,926
1281
$1.27M ﹤0.01%
37,758
-15,237
1282
$1.27M ﹤0.01%
16,679
+2,492
1283
$1.27M ﹤0.01%
26,908
+7,908
1284
$1.27M ﹤0.01%
109,816
+29,868
1285
$1.27M ﹤0.01%
33,469
+125
1286
$1.27M ﹤0.01%
72,056
-32,751
1287
$1.26M ﹤0.01%
20,678
-3,571
1288
$1.26M ﹤0.01%
33,044
-26,553
1289
$1.26M ﹤0.01%
14,932
+69
1290
$1.26M ﹤0.01%
186,400
1291
$1.26M ﹤0.01%
123,000
1292
$1.26M ﹤0.01%
58,201
+3,228
1293
$1.25M ﹤0.01%
115,608
-64,225
1294
$1.25M ﹤0.01%
190,292
-2,883
1295
$1.25M ﹤0.01%
51,265
+2,070
1296
$1.25M ﹤0.01%
35,526
+5,790
1297
$1.24M ﹤0.01%
39,519
+2,087
1298
$1.24M ﹤0.01%
20,154
-9,418
1299
$1.24M ﹤0.01%
121,191
-595
1300
$1.23M ﹤0.01%
52,977
-17,879
50 51
52
53 54