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
1301
$1.22M ﹤0.01%
76,115
-14,569
1302
$1.22M ﹤0.01%
73,187
-5,683
1303
$1.22M ﹤0.01%
39,798
-1,720
1304
$1.22M ﹤0.01%
54,456
+1,806
1305
$1.22M ﹤0.01%
117,041
-30,918
1306
$1.21M ﹤0.01%
64,176
-2,027
1307
$1.21M ﹤0.01%
165,661
+14,477
1308
$1.21M ﹤0.01%
90,028
-4,419
1309
$1.21M ﹤0.01%
37,246
-215
1310
$1.2M ﹤0.01%
29,880
-28,066
1311
$1.2M ﹤0.01%
50,322
+560
1312
$1.2M ﹤0.01%
11,653
+721
1313
$1.2M ﹤0.01%
148,638
-653
1314
$1.2M ﹤0.01%
44,491
-79,419
1315
$1.2M ﹤0.01%
+125,000
1316
$1.2M ﹤0.01%
27,095
+23,370
1317
$1.2M ﹤0.01%
+49,731
1318
$1.2M ﹤0.01%
77,597
-385,828
1319
$1.19M ﹤0.01%
9,767
+174
1320
$1.19M ﹤0.01%
+121,746
1321
$1.19M ﹤0.01%
173,961
-59,107
1322
$1.19M ﹤0.01%
30,664
-6,700
1323
$1.19M ﹤0.01%
+47,130
1324
$1.18M ﹤0.01%
40,042
-1,104
1325
$1.18M ﹤0.01%
190,744
+5,380
51 52
53
54 55