Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
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
126
$70.3M 0.19%
900,048
-202,663
127
$69.9M 0.19%
2,318,980
-180,181
128
$66.6M 0.18%
1,538,120
-66,012
129
$66.3M 0.18%
304,518
+5,991
130
$66.1M 0.18%
2,293,365
-38,650
131
$66M 0.18%
330,527
-13,896
132
$65.4M 0.18%
400,655
-498,941
133
$65M 0.18%
509,324
-34,347
134
$64.8M 0.18%
796,923
-21,790
135
$63.9M 0.18%
2,320,313
+85,611
136
$63.6M 0.18%
1,326,803
-62,791
137
$63.5M 0.18%
259,690
+6,147
138
$63.3M 0.17%
2,448,868
+2,409,778
139
$63.3M 0.17%
548,025
+32,166
140
$63M 0.17%
297,583
+4,434
141
$61.8M 0.17%
1,895,868
-137,638
142
$59.8M 0.17%
671,001
+25,897
143
$58.3M 0.16%
1,376,414
+1,017,058
144
$57.3M 0.16%
151,915
+1,512
145
$57.3M 0.16%
129,765
-61,625
146
$57.2M 0.16%
964,367
-2,589,602
147
$57.1M 0.16%
737,094
+63,593
148
$57M 0.16%
1,016,237
-116,303
149
$57M 0.16%
1,332,809
+1,288,102
150
$57M 0.16%
551,526
-2,881
4 5
6
7 8