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
2101
$340K ﹤0.01%
8,876
+2,401
2102
$340K ﹤0.01%
+14,059
2103
$339K ﹤0.01%
12,586
+800
2104
$339K ﹤0.01%
12,463
-296
2105
$339K ﹤0.01%
95,563
+43,273
2106
$338K ﹤0.01%
8,791
-1,204
2107
$336K ﹤0.01%
45,075
+754
2108
$336K ﹤0.01%
46,189
-2,036
2109
$335K ﹤0.01%
16,929
-191,801
2110
$334K ﹤0.01%
4,823
+221
2111
$332K ﹤0.01%
23,323
-57,357
2112
$331K ﹤0.01%
6,119
-4,621
2113
$330K ﹤0.01%
16,690
+2,607
2114
$330K ﹤0.01%
39,765
-4,086
2115
$329K ﹤0.01%
12,476
+273
2116
$328K ﹤0.01%
75,887
+2,380
2117
$328K ﹤0.01%
508,416
-253,350
2118
$327K ﹤0.01%
5,786
-1,496
2119
$327K ﹤0.01%
8,036
-154
2120
$327K ﹤0.01%
9,100
-30,103
2121
$326K ﹤0.01%
40,512
-37,912
2122
$325K ﹤0.01%
6,843
-605
2123
$324K ﹤0.01%
23,629
+5,217
2124
$323K ﹤0.01%
8,636
-159
2125
$323K ﹤0.01%
29,696
-582
83 84
85
86 87