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
1926
$452K ﹤0.01%
11,581
+1,503
1927
$452K ﹤0.01%
+9,475
1928
$452K ﹤0.01%
3,241
+352
1929
$451K ﹤0.01%
23,444
-20,104
1930
$451K ﹤0.01%
+23,717
1931
$450K ﹤0.01%
19,207
-5,541
1932
$449K ﹤0.01%
30,779
-10,412
1933
$449K ﹤0.01%
37,030
+4,675
1934
$449K ﹤0.01%
10,202
+4,057
1935
$449K ﹤0.01%
87,188
-100,862
1936
$448K ﹤0.01%
+18,868
1937
$448K ﹤0.01%
+2,250
1938
$446K ﹤0.01%
85,011
-14,700
1939
$445K ﹤0.01%
70,795
-1,015
1940
$445K ﹤0.01%
4,884
-1,385
1941
$444K ﹤0.01%
30,957
+2,218
1942
$444K ﹤0.01%
85,800
-11,228
1943
$442K ﹤0.01%
14,800
-1,936
1944
$441K ﹤0.01%
60,376
-2,478
1945
$440K ﹤0.01%
26,168
-3,665
1946
$438K ﹤0.01%
37,285
-338
1947
$437K ﹤0.01%
14,685
+87
1948
$436K ﹤0.01%
17,861
-2,870
1949
$435K ﹤0.01%
13,933
-998
1950
$435K ﹤0.01%
+6,054
76 77
78
79 80