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
1476
$934K ﹤0.01%
+38,444
1477
$934K ﹤0.01%
26,726
-16,966
1478
$934K ﹤0.01%
25,727
-14,083
1479
$931K ﹤0.01%
71,854
+4,819
1480
$927K ﹤0.01%
37,716
-381
1481
$925K ﹤0.01%
16,731
+587
1482
$924K ﹤0.01%
112,785
-11,545
1483
$923K ﹤0.01%
61,575
+13,143
1484
$923K ﹤0.01%
45,704
-759
1485
$922K ﹤0.01%
43,830
-1,098
1486
$920K ﹤0.01%
+45,899
1487
$920K ﹤0.01%
23,576
-3,751
1488
$919K ﹤0.01%
33,634
+1,794
1489
$914K ﹤0.01%
55,484
-32,219
1490
$914K ﹤0.01%
405,555
+1,923
1491
$912K ﹤0.01%
32,985
-6,588
1492
$909K ﹤0.01%
189,573
-5,328
1493
$908K ﹤0.01%
9,510
+5,337
1494
$907K ﹤0.01%
124,632
+31,303
1495
$906K ﹤0.01%
79,706
-1,110
1496
$905K ﹤0.01%
26,222
-2,060
1497
$904K ﹤0.01%
31,038
-76,538
1498
$899K ﹤0.01%
140,600
+32,913
1499
$898K ﹤0.01%
29,615
-407
1500
$898K ﹤0.01%
21,207
+1,959
58 59
60
61 62