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
2401
$212K ﹤0.01%
3,471
-2,861
2402
$212K ﹤0.01%
16,962
-210,634
2403
$212K ﹤0.01%
2,045
2404
$211K ﹤0.01%
4,060
+94
2405
$210K ﹤0.01%
3,247
+150
2406
$210K ﹤0.01%
9,032
+11
2407
$210K ﹤0.01%
4,812
+36
2408
$210K ﹤0.01%
33,598
+7,481
2409
$210K ﹤0.01%
33,840
+12,731
2410
$209K ﹤0.01%
+53,107
2411
$209K ﹤0.01%
19,757
-8,346
2412
$209K ﹤0.01%
6,003
-10,758
2413
$209K ﹤0.01%
4,072
-52,690
2414
$208K ﹤0.01%
18,561
+659
2415
$208K ﹤0.01%
30,728
-2,278
2416
$208K ﹤0.01%
20,342
-19,582
2417
$207K ﹤0.01%
+10,966
2418
$207K ﹤0.01%
16,720
+1,420
2419
$206K ﹤0.01%
8,555
-60,940
2420
$204K ﹤0.01%
11,234
-11,136
2421
$204K ﹤0.01%
16,110
2422
$204K ﹤0.01%
4,976
-4,468
2423
$204K ﹤0.01%
9,044
2424
$204K ﹤0.01%
5,533
+309
2425
$204K ﹤0.01%
11,535
+3,461
95 96
97
98 99