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
2701
$443K ﹤0.01%
20,583
+537
2702
$443K ﹤0.01%
31,503
-3,400
2703
$442K ﹤0.01%
9,025
+2,951
2704
$441K ﹤0.01%
9,129
-62,571
2705
$441K ﹤0.01%
8,230
+210
2706
$439K ﹤0.01%
18,764
-24
2707
$438K ﹤0.01%
9,718
+1,555
2708
$437K ﹤0.01%
10,897
-2,141
2709
$437K ﹤0.01%
6,033
-1,296
2710
$436K ﹤0.01%
3,716
-825
2711
$436K ﹤0.01%
12,526
+74
2712
$436K ﹤0.01%
13,119
+1,000
2713
$433K ﹤0.01%
+12,363
2714
$433K ﹤0.01%
35,807
+509
2715
$433K ﹤0.01%
+15,293
2716
$432K ﹤0.01%
617
+29
2717
$430K ﹤0.01%
25,314
-1,747
2718
$430K ﹤0.01%
9,454
+2,987
2719
$430K ﹤0.01%
41,483
+407
2720
$429K ﹤0.01%
5,722
-27
2721
$429K ﹤0.01%
11,685
+2,739
2722
$429K ﹤0.01%
28,361
+600
2723
$429K ﹤0.01%
6,969
+44
2724
$428K ﹤0.01%
17,020
+966
2725
$427K ﹤0.01%
11,575
+3,175
107 108
109
110 111