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
176
$46.1M 0.13%
571,030
-37,615
177
$46.1M 0.13%
1,943,095
-22,356
178
$45.7M 0.13%
875,872
+55,839
179
$45M 0.12%
272,003
+37,148
180
$45M 0.12%
963,880
-1,022
181
$44.1M 0.12%
195,113
+30,540
182
$42.8M 0.12%
499,549
-257,654
183
$42.7M 0.12%
141,033
-38,138
184
$42.4M 0.12%
911,549
+770,640
185
$41.7M 0.12%
519,402
-2,324
186
$41.7M 0.12%
772,313
+79,234
187
$41.5M 0.11%
1,012,753
+7,803
188
$41M 0.11%
1,215,331
+25,049
189
$40.7M 0.11%
770,507
-2,595,084
190
$40.1M 0.11%
448,937
-4,826
191
$39.7M 0.11%
785,366
+117,055
192
$39.7M 0.11%
346,877
-188,970
193
$39.5M 0.11%
866,972
+21,418
194
$38.4M 0.11%
252,180
+369
195
$37.9M 0.1%
800,633
+697,168
196
$37.8M 0.1%
311,173
-65,706
197
$37.3M 0.1%
316,187
+10,289
198
$37.2M 0.1%
1,055,108
+1,040,475
199
$36.8M 0.1%
2,577,420
+70,364
200
$36.5M 0.1%
427,814
+40,396
6 7
8
9 10