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
1626
$720K ﹤0.01%
44,660
-1,515
1627
$719K ﹤0.01%
23,615
+3,845
1628
$716K ﹤0.01%
66,912
+22,345
1629
$713K ﹤0.01%
42,696
-708
1630
$712K ﹤0.01%
27,746
-8,504
1631
$712K ﹤0.01%
21,661
-15,417
1632
$711K ﹤0.01%
6,660
-266
1633
$709K ﹤0.01%
35,380
-4,084
1634
$708K ﹤0.01%
5,154
-4,656
1635
$706K ﹤0.01%
22,235
-1,425
1636
$705K ﹤0.01%
95,550
+16,117
1637
$705K ﹤0.01%
41,161
-55,727
1638
$703K ﹤0.01%
136,683
+44,198
1639
$702K ﹤0.01%
17,271
-1,377
1640
$702K ﹤0.01%
18,648
-951
1641
$702K ﹤0.01%
9,020
-258
1642
$701K ﹤0.01%
17,666
-231,425
1643
$701K ﹤0.01%
5,310
+2,346
1644
$699K ﹤0.01%
91,214
-10,039
1645
$697K ﹤0.01%
30,647
-3,526
1646
$696K ﹤0.01%
52,600
-5,995
1647
$695K ﹤0.01%
41,603
+162
1648
$695K ﹤0.01%
32,235
+2,336
1649
$693K ﹤0.01%
15,545
+2,676
1650
$693K ﹤0.01%
21,648
-796
64 65
66
67 68