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
2451
$191K ﹤0.01%
519
2452
$191K ﹤0.01%
+10,413
2453
$191K ﹤0.01%
41,368
-7,340
2454
$190K ﹤0.01%
+31,689
2455
$188K ﹤0.01%
37,287
-4,675
2456
$187K ﹤0.01%
15,184
-2,261
2457
$186K ﹤0.01%
18,407
+3,407
2458
$185K ﹤0.01%
+1,197
2459
$184K ﹤0.01%
18,117
+291
2460
$183K ﹤0.01%
19,800
-445,977
2461
$182K ﹤0.01%
21,539
-1,097
2462
$182K ﹤0.01%
2,296
+1,472
2463
$182K ﹤0.01%
19,938
-13,780
2464
$181K ﹤0.01%
13,667
+130
2465
$181K ﹤0.01%
16,195
-2,880
2466
$179K ﹤0.01%
+13,868
2467
$179K ﹤0.01%
18,609
-1,379
2468
$178K ﹤0.01%
22,690
-2,915
2469
$177K ﹤0.01%
21,084
-9,902
2470
$177K ﹤0.01%
18,351
-2,349
2471
$177K ﹤0.01%
17,585
+892
2472
$177K ﹤0.01%
17,872
-282
2473
$176K ﹤0.01%
37,454
-87,372
2474
$175K ﹤0.01%
+11,401
2475
$173K ﹤0.01%
76,396
-356
97 98
99
100 101