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
1401
$1.04M ﹤0.01%
337,796
+20,437
1402
$1.04M ﹤0.01%
71,310
-7,317
1403
$1.04M ﹤0.01%
84,541
-5,467
1404
$1.04M ﹤0.01%
119,752
-19,369
1405
$1.04M ﹤0.01%
23,028
+3,652
1406
$1.04M ﹤0.01%
8,002
-62,263
1407
$1.03M ﹤0.01%
77,788
+13,382
1408
$1.03M ﹤0.01%
21,200
+4,492
1409
$1.03M ﹤0.01%
18,861
+4,651
1410
$1.03M ﹤0.01%
21,002
+5,167
1411
$1.03M ﹤0.01%
38,222
+16,115
1412
$1.03M ﹤0.01%
53,968
+2,580
1413
$1.03M ﹤0.01%
25,050
+3,518
1414
$1.02M ﹤0.01%
16,950
-275
1415
$1.02M ﹤0.01%
34,266
-2,933
1416
$1.02M ﹤0.01%
105,955
-210,812
1417
$1.02M ﹤0.01%
138,050
-4,441
1418
$1.02M ﹤0.01%
52,324
-53,166
1419
$1.02M ﹤0.01%
11,650
-762
1420
$1.02M ﹤0.01%
106,937
-4,863
1421
$1.02M ﹤0.01%
13,498
-5,730
1422
$1.02M ﹤0.01%
43,346
-73,670
1423
$1.01M ﹤0.01%
86,076
-13,628
1424
$1.01M ﹤0.01%
241,069
+50,503
1425
$1.01M ﹤0.01%
99,758
-104,923
55 56
57
58 59