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
2351
$231K ﹤0.01%
18,311
-728
2352
$231K ﹤0.01%
25,231
+4,356
2353
$230K ﹤0.01%
8,834
-26,058
2354
$230K ﹤0.01%
3,171
-98,540
2355
$228K ﹤0.01%
10,300
+2,358
2356
$228K ﹤0.01%
36,180
-117,293
2357
$228K ﹤0.01%
+11,534
2358
$227K ﹤0.01%
5,838
-1,479
2359
$227K ﹤0.01%
19,554
-12,670
2360
$227K ﹤0.01%
+17,043
2361
$227K ﹤0.01%
+10,361
2362
$227K ﹤0.01%
+7,865
2363
$227K ﹤0.01%
21,608
+7,355
2364
$226K ﹤0.01%
43,875
+11,093
2365
$226K ﹤0.01%
12,900
+500
2366
$225K ﹤0.01%
6,211
-9,704
2367
$225K ﹤0.01%
4,637
+119
2368
$225K ﹤0.01%
17,372
+2,495
2369
$225K ﹤0.01%
+15,147
2370
$224K ﹤0.01%
+5,743
2371
$224K ﹤0.01%
2,238
-23
2372
$224K ﹤0.01%
+1,720
2373
$223K ﹤0.01%
28,963
-2
2374
$222K ﹤0.01%
21,343
+10,860
2375
$222K ﹤0.01%
2,070
-64,177
93 94
95
96 97