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
1876
$492K ﹤0.01%
11,912
-600
1877
$492K ﹤0.01%
25,720
+3,285
1878
$492K ﹤0.01%
24,327
-82,318
1879
$492K ﹤0.01%
26,478
-463,436
1880
$492K ﹤0.01%
+12,375
1881
$492K ﹤0.01%
55,241
-5,729
1882
$491K ﹤0.01%
6,058
-188,028
1883
$490K ﹤0.01%
6,854
+52
1884
$490K ﹤0.01%
113,157
-12,619
1885
$489K ﹤0.01%
109,236
-11,227
1886
$489K ﹤0.01%
13,277
+1,785
1887
$488K ﹤0.01%
54,064
+9,018
1888
$486K ﹤0.01%
+6,250
1889
$486K ﹤0.01%
7,626
-1,631
1890
$485K ﹤0.01%
12,364
+7,520
1891
$485K ﹤0.01%
65,251
-18,919
1892
$485K ﹤0.01%
11,052
-1,602
1893
$483K ﹤0.01%
31,692
-11,633
1894
$481K ﹤0.01%
10,198
+166
1895
$480K ﹤0.01%
30,592
+5,766
1896
$477K ﹤0.01%
16,983
+8
1897
$474K ﹤0.01%
18,850
-40,254
1898
$473K ﹤0.01%
13,675
+265
1899
$472K ﹤0.01%
26,255
+639
1900
$472K ﹤0.01%
39,301
-1,931
74 75
76
77 78