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
1651
$693K ﹤0.01%
+90,451
1652
$692K ﹤0.01%
59,208
1653
$690K ﹤0.01%
150,885
-17,955
1654
$690K ﹤0.01%
60,953
-9,599
1655
$689K ﹤0.01%
6,326
+1,639
1656
$689K ﹤0.01%
7,617
+4,691
1657
$689K ﹤0.01%
147,875
-191,940
1658
$688K ﹤0.01%
23,852
-24,453
1659
$686K ﹤0.01%
21,846
+14,886
1660
$680K ﹤0.01%
62,120
-12,356
1661
$678K ﹤0.01%
6,133
-3,265
1662
$678K ﹤0.01%
51,255
+9,460
1663
$678K ﹤0.01%
25,329
-2,319
1664
$676K ﹤0.01%
27,558
-6,222
1665
$676K ﹤0.01%
160,642
-1,655
1666
$675K ﹤0.01%
23,413
-562
1667
$674K ﹤0.01%
7,024
+975
1668
$673K ﹤0.01%
21,402
+40
1669
$673K ﹤0.01%
1,035
+35
1670
$673K ﹤0.01%
39,588
+21,275
1671
$672K ﹤0.01%
36,929
-8,191
1672
$671K ﹤0.01%
93,115
+2,114
1673
$671K ﹤0.01%
15,580
+368
1674
$670K ﹤0.01%
26,571
-15,320
1675
$670K ﹤0.01%
22,298
+8,482
65 66
67
68 69