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
2301
$251K ﹤0.01%
54,104
+2,855
2302
$251K ﹤0.01%
5,818
-114,802
2303
$251K ﹤0.01%
6,983
+1,899
2304
$251K ﹤0.01%
+5,181
2305
$251K ﹤0.01%
19,588
2306
$250K ﹤0.01%
25,363
2307
$250K ﹤0.01%
36,909
+8,436
2308
$250K ﹤0.01%
7,669
-56,963
2309
$250K ﹤0.01%
7,186
-225
2310
$250K ﹤0.01%
18,225
+5,740
2311
$250K ﹤0.01%
9,696
-2,505
2312
$249K ﹤0.01%
28,175
+4,500
2313
$249K ﹤0.01%
19,928
+172
2314
$249K ﹤0.01%
21,921
-6,458
2315
$248K ﹤0.01%
12,318
2316
$248K ﹤0.01%
+8,113
2317
$248K ﹤0.01%
8,184
-1,143
2318
$248K ﹤0.01%
36,000
-55,258
2319
$248K ﹤0.01%
19,938
-193,237
2320
$248K ﹤0.01%
8,318
+3,904
2321
$247K ﹤0.01%
73,414
-6,157
2322
$246K ﹤0.01%
8,365
-26,950
2323
$246K ﹤0.01%
+2,028
2324
$245K ﹤0.01%
17,553
+2,250
2325
$245K ﹤0.01%
+25,000
91 92
93
94 95