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
2176
$305K ﹤0.01%
19,680
-1,000
2177
$304K ﹤0.01%
+998
2178
$304K ﹤0.01%
5,939
-2,206
2179
$304K ﹤0.01%
8,466
+453
2180
$303K ﹤0.01%
12,462
+6,322
2181
$302K ﹤0.01%
24,888
+2,978
2182
$302K ﹤0.01%
8,996
-13,956
2183
$302K ﹤0.01%
13,365
+818
2184
$300K ﹤0.01%
34,163
-4,314
2185
$299K ﹤0.01%
9,992
-8,833
2186
$299K ﹤0.01%
61,320
-9,946
2187
$298K ﹤0.01%
4,810
+1,505
2188
$298K ﹤0.01%
+6,821
2189
$298K ﹤0.01%
13,896
+3,720
2190
$298K ﹤0.01%
17,225
+835
2191
$298K ﹤0.01%
+3,640
2192
$297K ﹤0.01%
21,729
+2,233
2193
$297K ﹤0.01%
11,071
+365
2194
$296K ﹤0.01%
3,268
+715
2195
$295K ﹤0.01%
+6,068
2196
$295K ﹤0.01%
42,271
-1,252
2197
$294K ﹤0.01%
15,135
-150
2198
$293K ﹤0.01%
12,510
-154
2199
$293K ﹤0.01%
+8,927
2200
$293K ﹤0.01%
7,332
+1,238
86 87
88
89 90