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
1851
$517K ﹤0.01%
9,140
-500
1852
$516K ﹤0.01%
42,281
-5,649
1853
$515K ﹤0.01%
21,618
+1,140
1854
$515K ﹤0.01%
18,495
-146,999
1855
$515K ﹤0.01%
19,609
+1,528
1856
$512K ﹤0.01%
27,430
+10,764
1857
$512K ﹤0.01%
+11,641
1858
$512K ﹤0.01%
+10,909
1859
$508K ﹤0.01%
19,048
+9,708
1860
$505K ﹤0.01%
54,875
-79,251
1861
$504K ﹤0.01%
6,066
-15,571
1862
$504K ﹤0.01%
6,739
-26,526
1863
$504K ﹤0.01%
50,000
1864
$502K ﹤0.01%
20,289
-366,996
1865
$501K ﹤0.01%
250,380
-16,024
1866
$500K ﹤0.01%
50,000
1867
$500K ﹤0.01%
10,366
+1,022
1868
$498K ﹤0.01%
75,064
+4,533
1869
$497K ﹤0.01%
38,077
+3,908
1870
$495K ﹤0.01%
+50,000
1871
$494K ﹤0.01%
+47,999
1872
$493K ﹤0.01%
22,780
-999
1873
$493K ﹤0.01%
22,420
-8,000
1874
$493K ﹤0.01%
+50,000
1875
$493K ﹤0.01%
11,869
+954
73 74
75
76 77