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
1576
$789K ﹤0.01%
23,623
-2,361
1577
$788K ﹤0.01%
94,454
-509,401
1578
$787K ﹤0.01%
25,651
+22
1579
$787K ﹤0.01%
42,449
-151,341
1580
$785K ﹤0.01%
105,125
+32,471
1581
$783K ﹤0.01%
91,168
+4,877
1582
$782K ﹤0.01%
66,998
+6,613
1583
$781K ﹤0.01%
10,819
-168,984
1584
$781K ﹤0.01%
37,351
+213
1585
$779K ﹤0.01%
72,219
-10,874
1586
$779K ﹤0.01%
15,316
-2,058
1587
$778K ﹤0.01%
26,227
+6,137
1588
$777K ﹤0.01%
96,295
+1,237
1589
$774K ﹤0.01%
11,717
-29,856
1590
$773K ﹤0.01%
20,724
+941
1591
$772K ﹤0.01%
20,743
+11,021
1592
$771K ﹤0.01%
+28,163
1593
$771K ﹤0.01%
27,070
+6,184
1594
$770K ﹤0.01%
12,167
-21,144
1595
$768K ﹤0.01%
13,250
-469
1596
$767K ﹤0.01%
395,323
+314,906
1597
$764K ﹤0.01%
29,368
-3,725
1598
$764K ﹤0.01%
+9,638
1599
$764K ﹤0.01%
34,566
-370,429
1600
$762K ﹤0.01%
6,781
+69
62 63
64
65 66