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
1376
$1.09M ﹤0.01%
66,906
+10,293
1377
$1.09M ﹤0.01%
68,248
+3,553
1378
$1.08M ﹤0.01%
11,475
-3,112
1379
$1.08M ﹤0.01%
8,749
-12,365
1380
$1.08M ﹤0.01%
23,750
+3,192
1381
$1.08M ﹤0.01%
81,919
+3,319
1382
$1.08M ﹤0.01%
+34,115
1383
$1.07M ﹤0.01%
156,826
-1,769
1384
$1.07M ﹤0.01%
61,079
+9,016
1385
$1.07M ﹤0.01%
35,143
+9,752
1386
$1.07M ﹤0.01%
67,820
-1,061
1387
$1.07M ﹤0.01%
49,455
+5,035
1388
$1.06M ﹤0.01%
21,919
-7,200
1389
$1.06M ﹤0.01%
15,779
-259,434
1390
$1.06M ﹤0.01%
76,955
+44,375
1391
$1.06M ﹤0.01%
12,978
+3,585
1392
$1.06M ﹤0.01%
43,966
+5,046
1393
$1.06M ﹤0.01%
10,480
+4,839
1394
$1.06M ﹤0.01%
82,224
+57,208
1395
$1.06M ﹤0.01%
66,430
+6,661
1396
$1.05M ﹤0.01%
78,304
-26,563
1397
$1.05M ﹤0.01%
5,261
+1,318
1398
$1.05M ﹤0.01%
54,531
+152
1399
$1.05M ﹤0.01%
16,234
+8,208
1400
$1.05M ﹤0.01%
85,330
-5,044
54 55
56
57 58