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
2201
$292K ﹤0.01%
+15,350
2202
$292K ﹤0.01%
19,480
2203
$292K ﹤0.01%
19,168
-1,266
2204
$291K ﹤0.01%
19,985
+1,702
2205
$291K ﹤0.01%
10,537
-19,568
2206
$291K ﹤0.01%
66,660
-523
2207
$290K ﹤0.01%
34,399
+1,548
2208
$288K ﹤0.01%
7,627
-100
2209
$288K ﹤0.01%
20,578
+1,688
2210
$287K ﹤0.01%
11,492
+1,174
2211
$287K ﹤0.01%
18,540
+823
2212
$287K ﹤0.01%
12,815
+2,000
2213
$287K ﹤0.01%
12,784
-656
2214
$287K ﹤0.01%
14,775
-545,402
2215
$286K ﹤0.01%
21,090
2216
$286K ﹤0.01%
17,428
+5,734
2217
$285K ﹤0.01%
4,224
-2,732
2218
$285K ﹤0.01%
3,324
+293
2219
$284K ﹤0.01%
5,024
+52
2220
$284K ﹤0.01%
+16,871
2221
$284K ﹤0.01%
6,008
-29,549
2222
$284K ﹤0.01%
15,102
-62,399
2223
$284K ﹤0.01%
+27,521
2224
$282K ﹤0.01%
11,366
-47,196
2225
$282K ﹤0.01%
21,050
+5,750
87 88
89
90 91