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
1501
$897K ﹤0.01%
40,241
+19,288
1502
$896K ﹤0.01%
58,447
-569
1503
$895K ﹤0.01%
20,467
+68
1504
$895K ﹤0.01%
7,811
+693
1505
$894K ﹤0.01%
61,842
+12,258
1506
$894K ﹤0.01%
7,626
-213
1507
$894K ﹤0.01%
33,799
-351,680
1508
$893K ﹤0.01%
72,957
-20,483
1509
$893K ﹤0.01%
10,672
-58
1510
$890K ﹤0.01%
+49,316
1511
$890K ﹤0.01%
31,378
-1,034
1512
$890K ﹤0.01%
58,374
+16,519
1513
$887K ﹤0.01%
69,574
-177,193
1514
$886K ﹤0.01%
21,038
-6,351
1515
$881K ﹤0.01%
39,096
-371
1516
$876K ﹤0.01%
37,418
-1,140
1517
$874K ﹤0.01%
32,334
-1,602
1518
$872K ﹤0.01%
277,073
+59,909
1519
$868K ﹤0.01%
71,433
+6,225
1520
$868K ﹤0.01%
58,973
-298
1521
$865K ﹤0.01%
270,559
+77,618
1522
$864K ﹤0.01%
44,986
+7,515
1523
$860K ﹤0.01%
23,077
-27,901
1524
$860K ﹤0.01%
19,913
-56,840
1525
$856K ﹤0.01%
35,770
+895
59 60
61
62 63