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
1701
$643K ﹤0.01%
+15,782
1702
$642K ﹤0.01%
47,837
+6,943
1703
$641K ﹤0.01%
24,396
-7,923
1704
$641K ﹤0.01%
+23,351
1705
$641K ﹤0.01%
86,961
+23,202
1706
$639K ﹤0.01%
50,570
+15,196
1707
$639K ﹤0.01%
20,843
-16,101
1708
$638K ﹤0.01%
37,603
-14,809
1709
$636K ﹤0.01%
13,954
-1,062
1710
$635K ﹤0.01%
+155,845
1711
$635K ﹤0.01%
11,600
+2,662
1712
$633K ﹤0.01%
23,784
-3,303
1713
$632K ﹤0.01%
140,779
-1,517
1714
$632K ﹤0.01%
60,000
1715
$632K ﹤0.01%
9,735
-811
1716
$632K ﹤0.01%
28,686
+2,969
1717
$628K ﹤0.01%
27,510
-44,890
1718
$627K ﹤0.01%
136,384
-80,429
1719
$626K ﹤0.01%
35,178
+10,265
1720
$625K ﹤0.01%
77,426
-1,239
1721
$624K ﹤0.01%
14,914
+675
1722
$624K ﹤0.01%
331,214
+18,401
1723
$622K ﹤0.01%
17,403
-186,743
1724
$622K ﹤0.01%
12,923
+2,423
1725
$620K ﹤0.01%
23,544
-20,739
67 68
69
70 71