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
$88.9B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,492
New
Increased
Reduced
Closed

Top Buys

1
+$76.8M
2
+$74.6M
3
+$70.6M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$68.7M
5
XOM icon
Exxon Mobil
XOM
+$67.8M

Top Sells

1
+$111M
2
+$111M
3
+$71.6M
4
UL icon
Unilever
UL
+$61.6M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$58.8M

Sector Composition

1 Technology 20.01%
2 Industrials 9.72%
3 Healthcare 9.37%
4 Financials 8.21%
5 Consumer Staples 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$77.8M 0.09%
1,872,248
-45,759
227
$77.4M 0.09%
1,050,854
-147,340
228
$77.3M 0.09%
880,597
+19,755
229
$77M 0.09%
898,610
-14,332
230
$76.8M 0.09%
914,191
+23,503
231
$76.8M 0.09%
765,758
-4,981
232
$76.1M 0.09%
3,983,207
+21,371
233
$75.1M 0.08%
1,502,162
+280,476
234
$74.5M 0.08%
302,689
+32,958
235
$74.3M 0.08%
697,750
-64,110
236
$73.1M 0.08%
1,071,074
+7,241
237
$72.4M 0.08%
1,433,741
-71,353
238
$72.3M 0.08%
1,646,917
+60,079
239
$71.9M 0.08%
370,051
-13,823
240
$71.5M 0.08%
474,823
+51,579
241
$71.3M 0.08%
2,137,452
+45,914
242
$71.1M 0.08%
1,109,275
+31,287
243
$71.1M 0.08%
467,551
+10,899
244
$70.9M 0.08%
2,289,547
-3,580,053
245
$69.6M 0.08%
508,252
+77,962
246
$69.5M 0.08%
338,670
-1,557
247
$68.2M 0.08%
2,460,945
+579,523
248
$67.9M 0.08%
226,491
-112,048
249
$67.4M 0.08%
1,314,340
+238,210
250
$66.5M 0.07%
1,459,899
+38,044
8 9
10
11 12