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
1951
$435K ﹤0.01%
29,757
-9,800
1952
$434K ﹤0.01%
4,341
-2,603
1953
$434K ﹤0.01%
32,485
+979
1954
$434K ﹤0.01%
9,551
-206,215
1955
$433K ﹤0.01%
+15,445
1956
$433K ﹤0.01%
8,040
+279
1957
$432K ﹤0.01%
61,760
-3,422
1958
$431K ﹤0.01%
29,863
-5,194
1959
$430K ﹤0.01%
52,144
+2,586
1960
$429K ﹤0.01%
27,082
-1,700
1961
$429K ﹤0.01%
12,930
+2,150
1962
$428K ﹤0.01%
16,368
+380
1963
$428K ﹤0.01%
50,196
-36,678
1964
$428K ﹤0.01%
48,775
+3,856
1965
$427K ﹤0.01%
5,107
-151,431
1966
$425K ﹤0.01%
87,199
-9,904
1967
$425K ﹤0.01%
12,068
-549
1968
$425K ﹤0.01%
29,791
-677,534
1969
$425K ﹤0.01%
15,675
+931
1970
$424K ﹤0.01%
16,037
+4,883
1971
$423K ﹤0.01%
42,673
+8,608
1972
$423K ﹤0.01%
4,903
+999
1973
$423K ﹤0.01%
43,306
+3,548
1974
$422K ﹤0.01%
27,463
+6,248
1975
$419K ﹤0.01%
15,584
+205
77 78
79
80 81