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
2626
$495K ﹤0.01%
3,535
+496
2627
$495K ﹤0.01%
+14,934
2628
$493K ﹤0.01%
21,220
+408
2629
$492K ﹤0.01%
77,018
-8,716
2630
$491K ﹤0.01%
11,438
-1,754
2631
$491K ﹤0.01%
21,866
-2,659
2632
$490K ﹤0.01%
12,452
-593
2633
$488K ﹤0.01%
4,886
+52
2634
$488K ﹤0.01%
15,652
-358
2635
$486K ﹤0.01%
68,585
-1,450
2636
$485K ﹤0.01%
22,054
-538
2637
$484K ﹤0.01%
8,753
-285
2638
$484K ﹤0.01%
25,295
-6,048
2639
$482K ﹤0.01%
3,388
2640
$482K ﹤0.01%
58,620
-6,118
2641
$481K ﹤0.01%
50,810
2642
$480K ﹤0.01%
+16,401
2643
$478K ﹤0.01%
6,359
+3,549
2644
$477K ﹤0.01%
15,894
+3,022
2645
$477K ﹤0.01%
21,324
-91,573
2646
$477K ﹤0.01%
6,246
+270
2647
$476K ﹤0.01%
4,813
-290
2648
$476K ﹤0.01%
22,178
+362
2649
$475K ﹤0.01%
48,842
+2,286
2650
$474K ﹤0.01%
+24,521
104 105
106
107 108