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
2126
$323K ﹤0.01%
9,089
+5,425
2127
$322K ﹤0.01%
11,463
-1,479
2128
$322K ﹤0.01%
25,005
+1,809
2129
$322K ﹤0.01%
10,242
-1,837
2130
$322K ﹤0.01%
344
+83
2131
$321K ﹤0.01%
+15,790
2132
$321K ﹤0.01%
25,138
-3,602
2133
$321K ﹤0.01%
10,952
-2,192
2134
$321K ﹤0.01%
+7,213
2135
$321K ﹤0.01%
43,396
+9,214
2136
$320K ﹤0.01%
117,736
-1,980
2137
$320K ﹤0.01%
8,830
+2,174
2138
$320K ﹤0.01%
+12,232
2139
$319K ﹤0.01%
10,126
-40,726
2140
$319K ﹤0.01%
17,714
-96
2141
$318K ﹤0.01%
24,338
-9,160
2142
$318K ﹤0.01%
7,002
-111,604
2143
$318K ﹤0.01%
+11,698
2144
$317K ﹤0.01%
6,879
-19,865
2145
$317K ﹤0.01%
12,991
-225
2146
$316K ﹤0.01%
48,600
-4,950
2147
$315K ﹤0.01%
14,444
+2,435
2148
$315K ﹤0.01%
26,837
-1,552
2149
$314K ﹤0.01%
27,638
-94,520
2150
$314K ﹤0.01%
438,044
-5,790
84 85
86
87 88