Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
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
151
$56.8M 0.16%
383,229
-178,165
152
$56.5M 0.16%
781,861
-31,479
153
$56.5M 0.16%
1,637,578
-192,877
154
$56.3M 0.16%
723,768
-106,633
155
$56.2M 0.16%
427,112
+47,448
156
$56M 0.15%
191,292
+2,011
157
$55.8M 0.15%
649,508
+3,000
158
$55.6M 0.15%
797,560
-40,442
159
$54.5M 0.15%
586,131
-64,166
160
$54.3M 0.15%
424,251
-559,031
161
$54.3M 0.15%
467,886
-28,974
162
$54M 0.15%
601,598
-81,747
163
$53.2M 0.15%
1,805,467
-40,986
164
$52.4M 0.14%
623,974
-22,324
165
$52.2M 0.14%
738,308
-164,444
166
$52.1M 0.14%
1,154,251
-31,607
167
$51.3M 0.14%
517,920
+32,888
168
$50.1M 0.14%
915,539
+233,832
169
$49.1M 0.14%
370,631
-4,031
170
$48.6M 0.13%
350,242
-5,117
171
$48.6M 0.13%
381,067
+8,424
172
$48.5M 0.13%
523,784
+14,724
173
$48M 0.13%
299,328
+101,442
174
$47.2M 0.13%
366,625
+20,408
175
$46.7M 0.13%
865,422
-10,146
5 6
7
8 9