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
2326
$245K ﹤0.01%
14,955
-6,953
2327
$245K ﹤0.01%
9,476
+2,569
2328
$245K ﹤0.01%
67,066
-182,080
2329
$245K ﹤0.01%
+15,804
2330
$244K ﹤0.01%
+36
2331
$243K ﹤0.01%
13,217
-1,916
2332
$243K ﹤0.01%
22,914
+8,316
2333
$243K ﹤0.01%
14,615
-293
2334
$243K ﹤0.01%
17,056
-850
2335
$242K ﹤0.01%
+4,205
2336
$242K ﹤0.01%
10,816
-3,612
2337
$240K ﹤0.01%
17,974
-1,769
2338
$240K ﹤0.01%
+5,566
2339
$240K ﹤0.01%
9,600
+2,770
2340
$239K ﹤0.01%
12,080
-43,127
2341
$238K ﹤0.01%
81,434
-162,099
2342
$236K ﹤0.01%
13,621
+1,726
2343
$235K ﹤0.01%
4,032
-1,426
2344
$234K ﹤0.01%
45,026
+4,682
2345
$234K ﹤0.01%
8,144
-10,228
2346
$234K ﹤0.01%
+5,720
2347
$234K ﹤0.01%
12,693
-7,349
2348
$232K ﹤0.01%
3,553
+462
2349
$232K ﹤0.01%
24,570
+9,000
2350
$231K ﹤0.01%
3,855
+789
92 93
94
95 96