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
2576
$543K ﹤0.01%
87,607
+2,593
2577
$543K ﹤0.01%
+38,618
2578
$542K ﹤0.01%
45,592
-18,425
2579
$542K ﹤0.01%
59,053
-8,550
2580
$540K ﹤0.01%
5,164
-186
2581
$540K ﹤0.01%
3,797
+973
2582
$539K ﹤0.01%
9,532
-28
2583
$538K ﹤0.01%
19,448
-3,671
2584
$533K ﹤0.01%
53,217
+15,104
2585
$533K ﹤0.01%
7,411
-2,704
2586
$530K ﹤0.01%
27,885
+1,815
2587
$528K ﹤0.01%
101,634
-3,460
2588
$528K ﹤0.01%
69,463
-3,218
2589
$528K ﹤0.01%
54,442
+6,651
2590
$527K ﹤0.01%
4,178
-1,262
2591
$526K ﹤0.01%
146,873
-284
2592
$526K ﹤0.01%
28,691
-1,005
2593
$524K ﹤0.01%
19,882
+12,095
2594
$523K ﹤0.01%
62,882
+2,030
2595
$522K ﹤0.01%
14,898
-5,835
2596
$519K ﹤0.01%
8,349
-553
2597
$519K ﹤0.01%
29,235
+3,036
2598
$518K ﹤0.01%
14,114
+3,789
2599
$517K ﹤0.01%
8,346
-839
2600
$517K ﹤0.01%
10,235
-4,829
102 103
104
105 106