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
1776
$570K ﹤0.01%
31,045
-60,181
1777
$570K ﹤0.01%
16,821
-9,392
1778
$569K ﹤0.01%
9,679
-91
1779
$569K ﹤0.01%
44,631
+4,356
1780
$566K ﹤0.01%
62,517
-1,138
1781
$566K ﹤0.01%
177,868
+14,825
1782
$564K ﹤0.01%
54,400
1783
$563K ﹤0.01%
21,174
-34,763
1784
$563K ﹤0.01%
7,452
-122,543
1785
$562K ﹤0.01%
28,541
-9,674
1786
$561K ﹤0.01%
+54,198
1787
$561K ﹤0.01%
34,191
-2,461
1788
$560K ﹤0.01%
7,780
-71,567
1789
$560K ﹤0.01%
11,194
+763
1790
$559K ﹤0.01%
+28,368
1791
$557K ﹤0.01%
14,943
+6,715
1792
$557K ﹤0.01%
12,643
+467
1793
$556K ﹤0.01%
7,054
-103,405
1794
$556K ﹤0.01%
38,622
+6,045
1795
$555K ﹤0.01%
32,857
+555
1796
$552K ﹤0.01%
26,106
+135
1797
$552K ﹤0.01%
+29,557
1798
$552K ﹤0.01%
50,854
1799
$551K ﹤0.01%
16,779
-4,699
1800
$550K ﹤0.01%
20,367
-18,802
70 71
72
73 74