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
2051
$370K ﹤0.01%
5,862
+498
2052
$369K ﹤0.01%
17,484
+9,641
2053
$369K ﹤0.01%
9,688
-2,864
2054
$368K ﹤0.01%
39,532
-2,769
2055
$368K ﹤0.01%
8,756
+3,135
2056
$368K ﹤0.01%
13,933
-24,106
2057
$368K ﹤0.01%
18,815
-9,590
2058
$367K ﹤0.01%
86,065
+14,112
2059
$367K ﹤0.01%
11,682
+294
2060
$367K ﹤0.01%
7,027
-3,204
2061
$365K ﹤0.01%
8,101
-3,416
2062
$364K ﹤0.01%
16,364
-11,995
2063
$364K ﹤0.01%
23,951
+13,414
2064
$363K ﹤0.01%
165,641
+67,407
2065
$363K ﹤0.01%
26,349
+8,143
2066
$362K ﹤0.01%
10,351
-130,460
2067
$362K ﹤0.01%
16,886
+1,256
2068
$362K ﹤0.01%
6,040
-7,602
2069
$361K ﹤0.01%
38,657
-14,002
2070
$361K ﹤0.01%
47,490
2071
$360K ﹤0.01%
+5,074
2072
$360K ﹤0.01%
+12,540
2073
$360K ﹤0.01%
10,646
-2,659
2074
$359K ﹤0.01%
33,981
-21,725
2075
$359K ﹤0.01%
10,891
-23,863
81 82
83
84 85