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
1451
$986K ﹤0.01%
168,941
-5,400
1452
$985K ﹤0.01%
955,822
-271,576
1453
$980K ﹤0.01%
22,709
+318
1454
$979K ﹤0.01%
34,459
-3,121
1455
$979K ﹤0.01%
77,881
-2,118
1456
$977K ﹤0.01%
25,954
-16,410
1457
$976K ﹤0.01%
69,000
-1,000
1458
$974K ﹤0.01%
44,144
+16,249
1459
$974K ﹤0.01%
134,467
+60,159
1460
$974K ﹤0.01%
57,731
+24,157
1461
$972K ﹤0.01%
+99,382
1462
$971K ﹤0.01%
20,500
+1,835
1463
$971K ﹤0.01%
89,235
+57,805
1464
$969K ﹤0.01%
32,410
-6,970
1465
$969K ﹤0.01%
50,587
+5
1466
$966K ﹤0.01%
15,556
-14,300
1467
$956K ﹤0.01%
47,826
1468
$953K ﹤0.01%
23,290
+1,476
1469
$953K ﹤0.01%
29,884
-612
1470
$953K ﹤0.01%
133,583
+6,414
1471
$949K ﹤0.01%
48,255
-2,310
1472
$948K ﹤0.01%
23,595
+1,982
1473
$945K ﹤0.01%
28,711
+810
1474
$936K ﹤0.01%
39,190
+4,636
1475
$935K ﹤0.01%
23,396
+14,270
57 58
59
60 61