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
2276
$260K ﹤0.01%
2,445
-1,673
2277
$259K ﹤0.01%
16,383
+3,729
2278
$259K ﹤0.01%
+2,763
2279
$259K ﹤0.01%
112,340
+58,141
2280
$258K ﹤0.01%
11,075
-21,170
2281
$258K ﹤0.01%
3,890
2282
$258K ﹤0.01%
7,044
+1,260
2283
$258K ﹤0.01%
6,479
+178
2284
$258K ﹤0.01%
+2,768
2285
$258K ﹤0.01%
17,553
-1,041
2286
$257K ﹤0.01%
8,732
+142
2287
$257K ﹤0.01%
20,814
-3,860
2288
$257K ﹤0.01%
21,512
+3,180
2289
$257K ﹤0.01%
48,898
2290
$256K ﹤0.01%
22,164
-16,738
2291
$256K ﹤0.01%
5,209
-339
2292
$256K ﹤0.01%
14,022
-424,325
2293
$256K ﹤0.01%
25,000
2294
$255K ﹤0.01%
4,337
+801
2295
$255K ﹤0.01%
3,470
+448
2296
$254K ﹤0.01%
16,490
+2,515
2297
$252K ﹤0.01%
6,107
-2,038
2298
$252K ﹤0.01%
14,132
+6,032
2299
$252K ﹤0.01%
9,060
+13
2300
$251K ﹤0.01%
9,373
-1,922
90 91
92
93 94