Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
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
1
$1.07B 2.96%
6,800,745
-451,011
2
$882M 2.43%
13,848,976
-1,729,152
3
$699M 1.93%
2,712,926
-367,854
4
$611M 1.69%
6,247,180
+9,020
5
$473M 1.31%
2,935,612
+660,267
6
$425M 1.17%
1,715,164
-25,932
7
$394M 1.09%
5,363,437
+333,605
8
$373M 1.03%
2,846,629
-105,645
9
$365M 1.01%
1,959,680
+460,991
10
$363M 1%
6,294,120
-232,840
11
$354M 0.98%
2,950,882
+132,904
12
$343M 0.95%
1,201,828
-55,225
13
$334M 0.92%
3,705,980
-351,335
14
$309M 0.85%
2,803,654
+118,337
15
$306M 0.84%
6,136,906
-126,894
16
$302M 0.83%
9,763,478
+218,590
17
$292M 0.81%
8,766,573
+1,001,586
18
$285M 0.79%
2,470,780
+446,103
19
$284M 0.79%
7,523,928
-80,313
20
$280M 0.77%
1,183,571
-46,714
21
$258M 0.71%
4,801,094
-298,484
22
$252M 0.7%
2,614,595
+1,911
23
$249M 0.69%
6,335,391
-537,469
24
$247M 0.68%
1,514,578
+104,648
25
$244M 0.67%
4,512,010
+367,031
1
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