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
1826
$531K ﹤0.01%
8,759
+1,314
1827
$531K ﹤0.01%
29,173
-536
1828
$530K ﹤0.01%
31,770
+8,404
1829
$529K ﹤0.01%
22,011
-15,715
1830
$529K ﹤0.01%
39,950
+10,300
1831
$528K ﹤0.01%
13,580
+3,972
1832
$526K ﹤0.01%
16,516
+5,571
1833
$526K ﹤0.01%
105,000
1834
$525K ﹤0.01%
11,110
+2,108
1835
$525K ﹤0.01%
15,565
-7,243
1836
$524K ﹤0.01%
+9,090
1837
$522K ﹤0.01%
12,281
+719
1838
$522K ﹤0.01%
9,024
+1,444
1839
$522K ﹤0.01%
28,792
-5,574
1840
$522K ﹤0.01%
28,000
-464
1841
$522K ﹤0.01%
+11,885
1842
$521K ﹤0.01%
1,406
-169
1843
$520K ﹤0.01%
20,063
+1,212
1844
$519K ﹤0.01%
8,608
-155,715
1845
$518K ﹤0.01%
15,330
-1,608
1846
$518K ﹤0.01%
18,428
-154
1847
$518K ﹤0.01%
36,414
+24,993
1848
$518K ﹤0.01%
11,880
-197,736
1849
$518K ﹤0.01%
15,373
+1,899
1850
$517K ﹤0.01%
19,929
+337
72 73
74
75 76