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
2526
$587K ﹤0.01%
40,296
+13,903
2527
$584K ﹤0.01%
56,549
+15,720
2528
$583K ﹤0.01%
14,059
-2,433
2529
$583K ﹤0.01%
5,818
-936
2530
$582K ﹤0.01%
14,356
-297
2531
$582K ﹤0.01%
40,176
+17,390
2532
$580K ﹤0.01%
7,250
+907
2533
$580K ﹤0.01%
18,195
-800
2534
$579K ﹤0.01%
9,346
-2,881
2535
$576K ﹤0.01%
34,979
+12,610
2536
$575K ﹤0.01%
19,475
+5,328
2537
$575K ﹤0.01%
46,563
+3,240
2538
$574K ﹤0.01%
17,383
+100
2539
$573K ﹤0.01%
9,446
-160
2540
$572K ﹤0.01%
12,927
-6,401
2541
$570K ﹤0.01%
31,815
+2,660
2542
$569K ﹤0.01%
7,589
+179
2543
$569K ﹤0.01%
53,581
+5,228
2544
$568K ﹤0.01%
58,111
-1,655
2545
$567K ﹤0.01%
15,884
-752
2546
$567K ﹤0.01%
198,241
-162,397
2547
$567K ﹤0.01%
13,671
+303
2548
$566K ﹤0.01%
39,091
-651
2549
$566K ﹤0.01%
24,894
-5,049
2550
$565K ﹤0.01%
+23,610
100 101
102
103 104