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
2251
$267K ﹤0.01%
3,165
+943
2252
$267K ﹤0.01%
14,900
+70
2253
$267K ﹤0.01%
1,855
-64,263
2254
$266K ﹤0.01%
29,637
+10,817
2255
$266K ﹤0.01%
2,075
-47,273
2256
$265K ﹤0.01%
49,983
-28,549
2257
$265K ﹤0.01%
9,983
-41,041
2258
$265K ﹤0.01%
6,144
-1,508
2259
$265K ﹤0.01%
45,950
+30,091
2260
$265K ﹤0.01%
33,256
-27,389
2261
$264K ﹤0.01%
66,456
+24,740
2262
$264K ﹤0.01%
21,368
-466
2263
$264K ﹤0.01%
71,353
-82
2264
$263K ﹤0.01%
8,023
-189,177
2265
$263K ﹤0.01%
11,363
-23,475
2266
$263K ﹤0.01%
+5,481
2267
$262K ﹤0.01%
3,240
-4,182
2268
$262K ﹤0.01%
15,600
-6,138
2269
$262K ﹤0.01%
5,796
-829
2270
$262K ﹤0.01%
10,059
-4,884
2271
$262K ﹤0.01%
1,501
-6,593
2272
$261K ﹤0.01%
9,826
2273
$261K ﹤0.01%
4,736
+645
2274
$261K ﹤0.01%
7,172
-1,462
2275
$260K ﹤0.01%
28,599
+1,203
89 90
91
92 93