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
1976
$418K ﹤0.01%
10,222
-3,701
1977
$418K ﹤0.01%
+5,589
1978
$418K ﹤0.01%
5,891
+2,500
1979
$416K ﹤0.01%
16,011
-579
1980
$416K ﹤0.01%
+16,020
1981
$415K ﹤0.01%
+10,850
1982
$414K ﹤0.01%
15,251
+232
1983
$413K ﹤0.01%
18,892
-53,532
1984
$412K ﹤0.01%
+17,155
1985
$411K ﹤0.01%
39,733
-3,651
1986
$411K ﹤0.01%
120,044
-55
1987
$410K ﹤0.01%
13,937
+659
1988
$409K ﹤0.01%
12,210
-295
1989
$409K ﹤0.01%
6,433
-1,480
1990
$408K ﹤0.01%
24,506
+822
1991
$408K ﹤0.01%
16,381
+6,414
1992
$407K ﹤0.01%
8,140
-187,086
1993
$405K ﹤0.01%
89,772
+1,260
1994
$405K ﹤0.01%
18,977
-357,995
1995
$404K ﹤0.01%
12,272
-2,987
1996
$404K ﹤0.01%
63,386
-7,070
1997
$404K ﹤0.01%
26,000
1998
$403K ﹤0.01%
23,260
+3,477
1999
$402K ﹤0.01%
366,278
+14,445
2000
$402K ﹤0.01%
36,205
-42
78 79
80
81 82