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
1526
$856K ﹤0.01%
39,607
-784
1527
$855K ﹤0.01%
39,938
-7,371
1528
$855K ﹤0.01%
19,266
+4,752
1529
$852K ﹤0.01%
54,353
-31
1530
$851K ﹤0.01%
27,672
-852
1531
$851K ﹤0.01%
36,021
+6,819
1532
$851K ﹤0.01%
71,920
-76,849
1533
$849K ﹤0.01%
59,048
+8,407
1534
$849K ﹤0.01%
57,826
-1,614
1535
$847K ﹤0.01%
8,556
-27,317
1536
$844K ﹤0.01%
36,001
-178
1537
$841K ﹤0.01%
28,028
1538
$838K ﹤0.01%
11,863
-417
1539
$838K ﹤0.01%
8,463
+1,483
1540
$837K ﹤0.01%
31,980
+12,672
1541
$834K ﹤0.01%
+10,473
1542
$833K ﹤0.01%
8,128
-4,149
1543
$833K ﹤0.01%
78,346
+58,957
1544
$833K ﹤0.01%
65,431
+17,005
1545
$833K ﹤0.01%
45,941
+1,169
1546
$833K ﹤0.01%
111,870
-34,717
1547
$832K ﹤0.01%
17,619
+3,264
1548
$832K ﹤0.01%
62,012
-79,848
1549
$831K ﹤0.01%
38,397
-1,387
1550
$830K ﹤0.01%
37,532
+4,701
60 61
62
63 64