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
2501
$608K ﹤0.01%
49,268
-7,086
2502
$608K ﹤0.01%
53,082
-4,724
2503
$608K ﹤0.01%
17,286
-8,059
2504
$608K ﹤0.01%
7,345
+2,132
2505
$608K ﹤0.01%
90,156
+2,315
2506
$607K ﹤0.01%
22,013
-1,107
2507
$607K ﹤0.01%
21,780
-3,455
2508
$607K ﹤0.01%
26,717
-6,095
2509
$605K ﹤0.01%
52,175
-3,875
2510
$604K ﹤0.01%
48,974
-12,002
2511
$604K ﹤0.01%
6,156
-1,036
2512
$604K ﹤0.01%
5,059
-644
2513
$602K ﹤0.01%
9,898
+310
2514
$601K ﹤0.01%
69,972
-698
2515
$601K ﹤0.01%
62,904
-9,927
2516
$600K ﹤0.01%
12,370
+102
2517
$599K ﹤0.01%
31,100
-681
2518
$597K ﹤0.01%
101,947
+9,633
2519
$595K ﹤0.01%
24,483
-115
2520
$594K ﹤0.01%
63,836
+14,444
2521
$594K ﹤0.01%
29,920
+1,285
2522
$594K ﹤0.01%
4,212
+685
2523
$592K ﹤0.01%
47,410
+526
2524
$589K ﹤0.01%
25,329
-1,260
2525
$588K ﹤0.01%
13,337
-22,098
99 100
101
102 103