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
1551
$829K ﹤0.01%
59,719
-13,747
1552
$829K ﹤0.01%
5,275
+1,901
1553
$828K ﹤0.01%
58,695
+2,160
1554
$827K ﹤0.01%
51,157
-6,242
1555
$825K ﹤0.01%
20,394
-1,687
1556
$824K ﹤0.01%
4,977
-347
1557
$824K ﹤0.01%
26,141
-61,968
1558
$823K ﹤0.01%
45,775
+33,080
1559
$822K ﹤0.01%
68,133
+7,574
1560
$822K ﹤0.01%
+16,076
1561
$822K ﹤0.01%
24,877
+299
1562
$820K ﹤0.01%
13,827
+9,834
1563
$814K ﹤0.01%
20,005
-199,128
1564
$814K ﹤0.01%
31,984
-18,196
1565
$813K ﹤0.01%
35,256
-13,252
1566
$808K ﹤0.01%
15,703
-7,859
1567
$801K ﹤0.01%
63,001
+9,115
1568
$801K ﹤0.01%
+7,904
1569
$796K ﹤0.01%
41,478
+4,036
1570
$795K ﹤0.01%
64,780
-37,135
1571
$793K ﹤0.01%
+44,706
1572
$792K ﹤0.01%
55,855
1573
$792K ﹤0.01%
11,302
-18,756
1574
$791K ﹤0.01%
21,273
-1,647
1575
$790K ﹤0.01%
28,940
-46,649
61 62
63
64 65