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
1751
$597K ﹤0.01%
81,589
+25,512
1752
$596K ﹤0.01%
12,543
-6,424
1753
$595K ﹤0.01%
7,298
-700
1754
$595K ﹤0.01%
44,480
+1,757
1755
$595K ﹤0.01%
23,822
-54,975
1756
$594K ﹤0.01%
41,412
+16,954
1757
$594K ﹤0.01%
+19,936
1758
$594K ﹤0.01%
24,751
-212
1759
$594K ﹤0.01%
10,092
-26,800
1760
$590K ﹤0.01%
+26,902
1761
$589K ﹤0.01%
20,703
+7,527
1762
$588K ﹤0.01%
+33,047
1763
$587K ﹤0.01%
7,184
+1,036
1764
$587K ﹤0.01%
18,284
+695
1765
$583K ﹤0.01%
+48,496
1766
$583K ﹤0.01%
59,439
+9,439
1767
$578K ﹤0.01%
10,363
+2,162
1768
$577K ﹤0.01%
25,131
-233
1769
$576K ﹤0.01%
83,759
+39,860
1770
$576K ﹤0.01%
48,292
+2,369
1771
$573K ﹤0.01%
17,796
+1,577
1772
$572K ﹤0.01%
7,967
+23
1773
$571K ﹤0.01%
14,624
+3,906
1774
$571K ﹤0.01%
14,022
-48,676
1775
$571K ﹤0.01%
11,308
-4,129
69 70
71
72 73