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
1326
$1.18M ﹤0.01%
51,567
-19,981
1327
$1.18M ﹤0.01%
143,200
-40,208
1328
$1.18M ﹤0.01%
1,786
+262
1329
$1.18M ﹤0.01%
13,235
+2,914
1330
$1.18M ﹤0.01%
52,245
+2,364
1331
$1.17M ﹤0.01%
56,902
+11,387
1332
$1.17M ﹤0.01%
56,662
+4,027
1333
$1.17M ﹤0.01%
18,342
-99
1334
$1.17M ﹤0.01%
264,132
+2,293
1335
$1.17M ﹤0.01%
20,518
-32,824
1336
$1.16M ﹤0.01%
126,630
+5,016
1337
$1.16M ﹤0.01%
43,948
-121,329
1338
$1.16M ﹤0.01%
32,543
-189,465
1339
$1.16M ﹤0.01%
11,239
-532
1340
$1.16M ﹤0.01%
+55,392
1341
$1.16M ﹤0.01%
24,254
+762
1342
$1.16M ﹤0.01%
85,887
-42,369
1343
$1.16M ﹤0.01%
70,000
1344
$1.15M ﹤0.01%
371,921
+67,533
1345
$1.15M ﹤0.01%
124,195
+2,865
1346
$1.14M ﹤0.01%
109,855
+408
1347
$1.14M ﹤0.01%
98,544
-4,952
1348
$1.14M ﹤0.01%
2,394
+638
1349
$1.14M ﹤0.01%
8,138
-6,123
1350
$1.14M ﹤0.01%
6,759
-3,063
52 53
54
55 56