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
2226
$281K ﹤0.01%
+11,058
2227
$281K ﹤0.01%
6,076
-5,015
2228
$280K ﹤0.01%
+4,318
2229
$280K ﹤0.01%
95,258
-4,354
2230
$279K ﹤0.01%
11,887
-34,591
2231
$278K ﹤0.01%
16,521
+703
2232
$277K ﹤0.01%
1,736
-1,321
2233
$277K ﹤0.01%
12,240
+167
2234
$277K ﹤0.01%
5,470
-3,627
2235
$277K ﹤0.01%
60,148
+2,936
2236
$277K ﹤0.01%
25,398
-50,692
2237
$276K ﹤0.01%
+26,748
2238
$276K ﹤0.01%
+4,715
2239
$276K ﹤0.01%
12,487
-50,404
2240
$275K ﹤0.01%
7,667
+1,983
2241
$274K ﹤0.01%
10,792
+922
2242
$273K ﹤0.01%
8,161
-6,089
2243
$273K ﹤0.01%
6,345
-404
2244
$271K ﹤0.01%
25,512
+6,384
2245
$270K ﹤0.01%
+2,249
2246
$270K ﹤0.01%
68,879
-8,186
2247
$270K ﹤0.01%
23,300
2248
$270K ﹤0.01%
12,715
+4,866
2249
$269K ﹤0.01%
+23,563
2250
$267K ﹤0.01%
5,164
-434
88 89
90
91 92