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
201
$36.1M 0.1%
1,193,900
-26,902
202
$36.1M 0.1%
2,287,246
+28,053
203
$35.8M 0.1%
125,105
+3,701
204
$35.8M 0.1%
304,394
-112,133
205
$34.7M 0.1%
391,728
+10,979
206
$34.5M 0.1%
440,866
-11,812
207
$34.3M 0.09%
417,349
-53,601
208
$34.3M 0.09%
238,107
-18,129
209
$34.2M 0.09%
169,477
+6,771
210
$34.1M 0.09%
493,416
-14,520
211
$33.7M 0.09%
704,850
+82,803
212
$33.5M 0.09%
665,550
-214,644
213
$33.3M 0.09%
361,888
+10,963
214
$32.9M 0.09%
679,888
-2,560
215
$32.8M 0.09%
785,760
-24,870
216
$32.7M 0.09%
712,680
+20,770
217
$32.4M 0.09%
119
-2
218
$32.1M 0.09%
294,696
+231,543
219
$32M 0.09%
822,685
-77,299
220
$31.5M 0.09%
617,114
+124,827
221
$31.2M 0.09%
1,502,984
+165,463
222
$31.1M 0.09%
333,535
+14,024
223
$30.5M 0.08%
212,759
-129,483
224
$30.1M 0.08%
314,929
-65,574
225
$29.9M 0.08%
458,547
+12,662
7 8
9
10 11