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
2001
$402K ﹤0.01%
7,710
+20
2002
$401K ﹤0.01%
10,468
-10,920
2003
$401K ﹤0.01%
23,166
-1,315
2004
$400K ﹤0.01%
32,992
-13,738
2005
$400K ﹤0.01%
82,788
-3,764
2006
$400K ﹤0.01%
82,097
+1,075
2007
$400K ﹤0.01%
10,988
-1,899
2008
$398K ﹤0.01%
11,107
-1,503
2009
$394K ﹤0.01%
668
+117
2010
$394K ﹤0.01%
88,217
+2,843
2011
$393K ﹤0.01%
8,730
-134,595
2012
$393K ﹤0.01%
22,713
-12,897
2013
$392K ﹤0.01%
47,225
+7,882
2014
$392K ﹤0.01%
20,811
+6,943
2015
$390K ﹤0.01%
27,260
-3,719
2016
$389K ﹤0.01%
10,519
-10,819
2017
$388K ﹤0.01%
40,640
+26,751
2018
$387K ﹤0.01%
+11,679
2019
$387K ﹤0.01%
11,892
+7,038
2020
$387K ﹤0.01%
241,145
+259
2021
$386K ﹤0.01%
3,707
+1,205
2022
$386K ﹤0.01%
+17,683
2023
$385K ﹤0.01%
91,830
-9,181
2024
$384K ﹤0.01%
8,398
-116,647
2025
$384K ﹤0.01%
14,507
+2,638
79 80
81
82 83