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
1676
$668K ﹤0.01%
70,000
1677
$668K ﹤0.01%
27,030
-4,259
1678
$667K ﹤0.01%
16,790
+2,352
1679
$666K ﹤0.01%
37,000
-2,000
1680
$665K ﹤0.01%
29,805
+1,192
1681
$663K ﹤0.01%
37,228
+1,228
1682
$663K ﹤0.01%
+47,274
1683
$662K ﹤0.01%
8,826
-60,240
1684
$662K ﹤0.01%
37,090
-3,008
1685
$661K ﹤0.01%
23,114
-5,596
1686
$659K ﹤0.01%
11,935
+940
1687
$659K ﹤0.01%
105,696
-24,285
1688
$657K ﹤0.01%
35,125
-26,322
1689
$657K ﹤0.01%
60,107
+43
1690
$655K ﹤0.01%
83,386
+12,650
1691
$654K ﹤0.01%
24,137
-49,689
1692
$653K ﹤0.01%
6,489
-59,944
1693
$653K ﹤0.01%
107,117
+6,762
1694
$652K ﹤0.01%
122,069
-24,898
1695
$650K ﹤0.01%
15,663
-2,162
1696
$649K ﹤0.01%
16,422
-2,668
1697
$649K ﹤0.01%
12,714
1698
$645K ﹤0.01%
117,160
-324,464
1699
$644K ﹤0.01%
40,456
-1,828
1700
$644K ﹤0.01%
13,813
-2,686
66 67
68
69 70