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
1726
$619K ﹤0.01%
14,219
+2,489
1727
$616K ﹤0.01%
4,748
-8,262
1728
$615K ﹤0.01%
33,215
-2,075
1729
$614K ﹤0.01%
17,253
-656
1730
$613K ﹤0.01%
13,479
-580
1731
$613K ﹤0.01%
13,394
-9,683
1732
$612K ﹤0.01%
34,000
1733
$612K ﹤0.01%
37,270
-19,550
1734
$611K ﹤0.01%
35,153
+635
1735
$610K ﹤0.01%
19,121
-663
1736
$610K ﹤0.01%
123,695
+12,225
1737
$609K ﹤0.01%
6,211
-172,374
1738
$608K ﹤0.01%
101,051
+28,176
1739
$608K ﹤0.01%
29,710
-19,183
1740
$607K ﹤0.01%
5,092
-514
1741
$607K ﹤0.01%
+14,611
1742
$606K ﹤0.01%
+39,450
1743
$605K ﹤0.01%
17,063
+147
1744
$604K ﹤0.01%
+20,037
1745
$603K ﹤0.01%
21,167
-393,890
1746
$603K ﹤0.01%
17,843
-4,536
1747
$603K ﹤0.01%
40,711
+7,662
1748
$599K ﹤0.01%
13,505
-185
1749
$598K ﹤0.01%
10,029
-426
1750
$597K ﹤0.01%
8,571
+1,933
68 69
70
71 72