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
2476
$627K ﹤0.01%
12,239
+6,143
2477
$625K ﹤0.01%
44,717
+5,217
2478
$625K ﹤0.01%
16,002
-268
2479
$625K ﹤0.01%
65,909
-7,530
2480
$623K ﹤0.01%
48,065
-35,874
2481
$623K ﹤0.01%
7,879
-213
2482
$623K ﹤0.01%
13,853
-2,284
2483
$621K ﹤0.01%
34,466
-23,644
2484
$620K ﹤0.01%
28,311
+11,804
2485
$619K ﹤0.01%
13,837
-23,986
2486
$618K ﹤0.01%
49,703
-4,150
2487
$617K ﹤0.01%
34,001
+3,669
2488
$615K ﹤0.01%
5,741
-2,419
2489
$615K ﹤0.01%
139,073
-391
2490
$615K ﹤0.01%
6,601
-604
2491
$614K ﹤0.01%
+14,372
2492
$614K ﹤0.01%
6,990
+3,085
2493
$614K ﹤0.01%
63,093
-4,864
2494
$614K ﹤0.01%
72,114
-321
2495
$612K ﹤0.01%
26,669
+854
2496
$611K ﹤0.01%
6,106
+4,020
2497
$610K ﹤0.01%
7,210
-5,926
2498
$610K ﹤0.01%
+23,293
2499
$609K ﹤0.01%
26,555
-227
2500
$609K ﹤0.01%
+3,381
98 99
100
101 102