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
2076
$359K ﹤0.01%
10,025
+2,037
2077
$358K ﹤0.01%
12,696
+85
2078
$357K ﹤0.01%
11,171
-18,668
2079
$356K ﹤0.01%
49,743
+12,496
2080
$355K ﹤0.01%
43,996
+13,969
2081
$354K ﹤0.01%
+11,821
2082
$354K ﹤0.01%
14,578
+1,267
2083
$354K ﹤0.01%
12,371
-5,913
2084
$353K ﹤0.01%
32,756
-18,376
2085
$353K ﹤0.01%
34,800
-1,068
2086
$353K ﹤0.01%
45,180
-8,332
2087
$351K ﹤0.01%
+28,375
2088
$351K ﹤0.01%
41,623
+31,041
2089
$350K ﹤0.01%
+11,694
2090
$350K ﹤0.01%
51,780
+29,145
2091
$350K ﹤0.01%
12,168
-12,687
2092
$349K ﹤0.01%
39,738
-8,735
2093
$348K ﹤0.01%
+13,296
2094
$346K ﹤0.01%
30,808
-232
2095
$345K ﹤0.01%
18,033
+4,297
2096
$344K ﹤0.01%
+20,040
2097
$342K ﹤0.01%
2,432
-65,614
2098
$342K ﹤0.01%
28,592
-12,397
2099
$342K ﹤0.01%
5,423
+513
2100
$341K ﹤0.01%
47,827
+7,891
82 83
84
85 86