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
1351
$1.14M ﹤0.01%
24,564
-1,889
1352
$1.13M ﹤0.01%
11,194
-7,719
1353
$1.13M ﹤0.01%
351,767
+184,734
1354
$1.13M ﹤0.01%
7,614
-5,173
1355
$1.13M ﹤0.01%
89,602
+5,472
1356
$1.13M ﹤0.01%
49,886
-83
1357
$1.12M ﹤0.01%
43,302
+12,670
1358
$1.12M ﹤0.01%
22,980
+7,056
1359
$1.12M ﹤0.01%
135,989
+27
1360
$1.12M ﹤0.01%
14,768
+1,019
1361
$1.12M ﹤0.01%
25,562
-196,326
1362
$1.12M ﹤0.01%
15,491
+761
1363
$1.11M ﹤0.01%
81,168
+361
1364
$1.11M ﹤0.01%
102,339
+6,988
1365
$1.11M ﹤0.01%
15,352
+4,009
1366
$1.11M ﹤0.01%
150,804
+13,519
1367
$1.1M ﹤0.01%
37,617
-6,526
1368
$1.1M ﹤0.01%
234,353
-39,783
1369
$1.1M ﹤0.01%
16,666
-3,362
1370
$1.1M ﹤0.01%
34,707
+3,456
1371
$1.1M ﹤0.01%
10,733
-1,427
1372
$1.1M ﹤0.01%
98,705
+32,755
1373
$1.09M ﹤0.01%
8,471
+1,317
1374
$1.09M ﹤0.01%
70,796
-6,467
1375
$1.09M ﹤0.01%
64,493
+25,910
53 54
55
56 57