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
1801
$550K ﹤0.01%
57,975
+125
1802
$550K ﹤0.01%
119,269
-13,813
1803
$549K ﹤0.01%
11,460
-16,599
1804
$548K ﹤0.01%
15,544
-825
1805
$548K ﹤0.01%
12,686
+1,138
1806
$547K ﹤0.01%
15,383
-23,018
1807
$546K ﹤0.01%
45,805
-2,529
1808
$545K ﹤0.01%
284,539
+80,041
1809
$544K ﹤0.01%
12,956
+5,585
1810
$543K ﹤0.01%
8,094
+3,309
1811
$543K ﹤0.01%
21,995
+470
1812
$541K ﹤0.01%
23,699
+1,554
1813
$540K ﹤0.01%
51,227
-23,104
1814
$540K ﹤0.01%
14,807
-9,390
1815
$539K ﹤0.01%
11,622
+353
1816
$539K ﹤0.01%
18,560
-2,050
1817
$539K ﹤0.01%
20,463
+1,469
1818
$538K ﹤0.01%
19,830
+591
1819
$538K ﹤0.01%
55,000
1820
$536K ﹤0.01%
7,995
+3,487
1821
$535K ﹤0.01%
6,541
+85
1822
$534K ﹤0.01%
106,066
+40
1823
$532K ﹤0.01%
53,424
+4,904
1824
$532K ﹤0.01%
5,426
+312
1825
$532K ﹤0.01%
7,362
+3,471
71 72
73
74 75