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
251
$66.5M 0.07%
1,367,404
+162,034
252
$66.4M 0.07%
3,077,170
+1,250,602
253
$65.9M 0.07%
79,925
+3,965
254
$65.6M 0.07%
337,358
+36
255
$65.3M 0.07%
434,002
+6,423
256
$65M 0.07%
992,900
-106,429
257
$64.5M 0.07%
366,156
+4,994
258
$64.4M 0.07%
164,648
+3,368
259
$63.8M 0.07%
798,138
-11,965
260
$63.8M 0.07%
361,030
+92,942
261
$63.8M 0.07%
726,584
+92,852
262
$63.4M 0.07%
98,088
+5,738
263
$63M 0.07%
993,090
-48,075
264
$62.9M 0.07%
49,244
+1,261
265
$62.9M 0.07%
569,241
+74,736
266
$62.9M 0.07%
392,061
+12,461
267
$62.7M 0.07%
2,419,824
-216,792
268
$62.1M 0.07%
761,922
-16,263
269
$62M 0.07%
581,620
-9,705
270
$61.6M 0.07%
1,311,706
+192,710
271
$61.4M 0.07%
1,162,932
+156,620
272
$61.3M 0.07%
1,257,527
+37,179
273
$60.6M 0.07%
1,210,322
-13,798
274
$60.5M 0.07%
1,833,219
+548,862
275
$59.8M 0.07%
393,999
+3,670
9 10
11
12 13