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
1601
$762K ﹤0.01%
520,303
+1,915
1602
$762K ﹤0.01%
32,116
+14,772
1603
$762K ﹤0.01%
82,959
-52,965
1604
$760K ﹤0.01%
24,465
+5,773
1605
$760K ﹤0.01%
333,593
+328
1606
$754K ﹤0.01%
66,538
-5,375
1607
$753K ﹤0.01%
+23,346
1608
$753K ﹤0.01%
11,072
-19,446
1609
$748K ﹤0.01%
69,844
-664,789
1610
$748K ﹤0.01%
100,387
+4,586
1611
$747K ﹤0.01%
33,585
+14,794
1612
$746K ﹤0.01%
27,410
-10,564
1613
$742K ﹤0.01%
28,290
-116,580
1614
$740K ﹤0.01%
9,110
+5,366
1615
$740K ﹤0.01%
11,748
-530
1616
$739K ﹤0.01%
21,071
+2,360
1617
$737K ﹤0.01%
14,602
+4,867
1618
$734K ﹤0.01%
41,519
-62,792
1619
$732K ﹤0.01%
23,961
-47,257
1620
$730K ﹤0.01%
23,307
+13,082
1621
$730K ﹤0.01%
27,816
-6,444
1622
$730K ﹤0.01%
20,028
+2,258
1623
$728K ﹤0.01%
71,916
-47,162
1624
$726K ﹤0.01%
144,017
-25,346
1625
$725K ﹤0.01%
33,108
-6,748
63 64
65
66 67