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
1901
$471K ﹤0.01%
37,019
+1,844
1902
$470K ﹤0.01%
8,815
+6,465
1903
$470K ﹤0.01%
16,232
-1,384
1904
$468K ﹤0.01%
14,895
-224,782
1905
$466K ﹤0.01%
10,003
+46
1906
$466K ﹤0.01%
+20,898
1907
$466K ﹤0.01%
9,482
-17
1908
$464K ﹤0.01%
11,975
-264,581
1909
$463K ﹤0.01%
14,172
+1,612
1910
$463K ﹤0.01%
5,963
-152
1911
$462K ﹤0.01%
64,222
-5,866
1912
$461K ﹤0.01%
12,642
-5,927
1913
$461K ﹤0.01%
4,552
-1,501
1914
$459K ﹤0.01%
19,661
-14,392
1915
$459K ﹤0.01%
10,332
+30
1916
$458K ﹤0.01%
484,389
-28,095
1917
$457K ﹤0.01%
18,052
-157,984
1918
$456K ﹤0.01%
11,027
-8,730
1919
$456K ﹤0.01%
13,933
+42
1920
$456K ﹤0.01%
97,170
-18,931
1921
$455K ﹤0.01%
+8,221
1922
$455K ﹤0.01%
3,077
+85
1923
$455K ﹤0.01%
5,613
-2,836
1924
$453K ﹤0.01%
94,459
-2,878
1925
$452K ﹤0.01%
28,289
+6,363
75 76
77
78 79