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
2676
$461K ﹤0.01%
9,057
-69
2677
$460K ﹤0.01%
20,221
-2,351
2678
$459K ﹤0.01%
5,717
-660
2679
$457K ﹤0.01%
20,581
-102
2680
$455K ﹤0.01%
28,810
+7,896
2681
$455K ﹤0.01%
4,563
-283
2682
$455K ﹤0.01%
8,921
2683
$455K ﹤0.01%
+14,041
2684
$454K ﹤0.01%
1,936
+102
2685
$453K ﹤0.01%
23,756
+176
2686
$452K ﹤0.01%
14,113
+850
2687
$451K ﹤0.01%
21,260
+658
2688
$450K ﹤0.01%
11,150
-383
2689
$450K ﹤0.01%
12,904
-1,544
2690
$449K ﹤0.01%
30,614
+677
2691
$448K ﹤0.01%
10,196
+253
2692
$448K ﹤0.01%
7,887
-15,156
2693
$446K ﹤0.01%
46,594
-45,538
2694
$446K ﹤0.01%
7,712
2695
$446K ﹤0.01%
13,343
+1,995
2696
$445K ﹤0.01%
5,048
-570
2697
$445K ﹤0.01%
18,000
+105
2698
$444K ﹤0.01%
+22,499
2699
$444K ﹤0.01%
+8,295
2700
$444K ﹤0.01%
26,154
+8,650
106 107
108
109 110