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
2651
$474K ﹤0.01%
4,810
-52
2652
$474K ﹤0.01%
45,766
+28,134
2653
$473K ﹤0.01%
3,102
-1,753
2654
$473K ﹤0.01%
35,005
-16,009
2655
$473K ﹤0.01%
2,747
+492
2656
$473K ﹤0.01%
29,400
-3,499
2657
$473K ﹤0.01%
10,558
+346
2658
$473K ﹤0.01%
31,551
+1,341
2659
$473K ﹤0.01%
5,412
-243
2660
$472K ﹤0.01%
18,837
+215
2661
$471K ﹤0.01%
12,539
-1,189
2662
$471K ﹤0.01%
53,594
+8,828
2663
$469K ﹤0.01%
10,903
-150
2664
$469K ﹤0.01%
21,450
+2,444
2665
$469K ﹤0.01%
17,614
-1,326
2666
$468K ﹤0.01%
+18,733
2667
$466K ﹤0.01%
68,251
-1,302
2668
$465K ﹤0.01%
9,168
+56
2669
$464K ﹤0.01%
32,562
-2,665
2670
$464K ﹤0.01%
10,868
+349
2671
$463K ﹤0.01%
18,788
-2,392
2672
$463K ﹤0.01%
78,401
-15,533
2673
$463K ﹤0.01%
11,000
2674
$462K ﹤0.01%
3,255
-686
2675
$461K ﹤0.01%
33,746
-98,912
105 106
107
108 109