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
2551
$562K ﹤0.01%
9,347
-714
2552
$562K ﹤0.01%
34,551
-2,103
2553
$559K ﹤0.01%
114,564
+609
2554
$558K ﹤0.01%
95,400
-6,000
2555
$558K ﹤0.01%
48,379
-5,404
2556
$557K ﹤0.01%
+20,481
2557
$557K ﹤0.01%
25,908
+6,120
2558
$557K ﹤0.01%
44,103
+9,756
2559
$557K ﹤0.01%
34,921
+13,144
2560
$557K ﹤0.01%
9,288
-3,512
2561
$552K ﹤0.01%
277,461
+31,780
2562
$552K ﹤0.01%
60,058
+1,503
2563
$550K ﹤0.01%
76,751
+40,064
2564
$549K ﹤0.01%
4,142
+21
2565
$548K ﹤0.01%
77,209
+1,249
2566
$548K ﹤0.01%
44,749
+6,412
2567
$546K ﹤0.01%
+8,551
2568
$545K ﹤0.01%
126,508
-88,772
2569
$545K ﹤0.01%
5,033
-442
2570
$545K ﹤0.01%
11,295
-1,227
2571
$544K ﹤0.01%
17,978
+6,031
2572
$544K ﹤0.01%
6,165
-489
2573
$544K ﹤0.01%
7,646
+2,614
2574
$544K ﹤0.01%
10,370
+320
2575
$543K ﹤0.01%
8,955
+549
101 102
103
104 105