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
1426
$1.01M ﹤0.01%
29,873
-2,919
1427
$1.01M ﹤0.01%
32,095
-3,503
1428
$1.01M ﹤0.01%
19,413
+2,096
1429
$1M ﹤0.01%
131,352
-9,836
1430
$1M ﹤0.01%
66,000
1431
$1M ﹤0.01%
20,912
-241,995
1432
$1M ﹤0.01%
17,321
+4,378
1433
$1M ﹤0.01%
42,202
-2,440
1434
$1M ﹤0.01%
22,320
-141
1435
$1M ﹤0.01%
19,849
-3,192
1436
$1M ﹤0.01%
40,838
+7,854
1437
$1M ﹤0.01%
14,868
-166,427
1438
$1M ﹤0.01%
+100,000
1439
$998K ﹤0.01%
18,287
1440
$998K ﹤0.01%
8,246
+1,366
1441
$997K ﹤0.01%
19,977
-131,473
1442
$996K ﹤0.01%
54,019
+16,750
1443
$994K ﹤0.01%
60,961
-120
1444
$993K ﹤0.01%
44,180
-15
1445
$991K ﹤0.01%
17,082
-59,095
1446
$991K ﹤0.01%
89,504
-28,652
1447
$988K ﹤0.01%
7,725
+25
1448
$987K ﹤0.01%
14,231
-130,578
1449
$987K ﹤0.01%
138,100
-10,870
1450
$986K ﹤0.01%
81,561
+2,948
56 57
58
59 60