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
2376
$222K ﹤0.01%
21,424
-510,915
2377
$221K ﹤0.01%
7,115
-1,108
2378
$221K ﹤0.01%
18,190
+2,433
2379
$220K ﹤0.01%
11,593
+4,555
2380
$220K ﹤0.01%
68,510
-11,438
2381
$219K ﹤0.01%
19,267
-67,819
2382
$219K ﹤0.01%
31,696
2383
$219K ﹤0.01%
6,700
-335
2384
$218K ﹤0.01%
29,241
-477
2385
$218K ﹤0.01%
19,809
-65,480
2386
$218K ﹤0.01%
82,969
+3,144
2387
$217K ﹤0.01%
+3,965
2388
$217K ﹤0.01%
+3,259
2389
$217K ﹤0.01%
638
-71
2390
$217K ﹤0.01%
3,021
+90
2391
$216K ﹤0.01%
14,827
-155,652
2392
$216K ﹤0.01%
+5,044
2393
$216K ﹤0.01%
52,233
+26,440
2394
$215K ﹤0.01%
+11,913
2395
$215K ﹤0.01%
17,917
+1,208
2396
$215K ﹤0.01%
15,522
-4,878
2397
$214K ﹤0.01%
21,597
+1,410
2398
$214K ﹤0.01%
13,722
+1,115
2399
$213K ﹤0.01%
+7,315
2400
$213K ﹤0.01%
+4,785
94 95
96
97 98