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
2726
$427K ﹤0.01%
4,664
-211
2727
$424K ﹤0.01%
11,354
+3,214
2728
$424K ﹤0.01%
37,725
+853
2729
$423K ﹤0.01%
19,488
-484
2730
$423K ﹤0.01%
3,287
-389
2731
$422K ﹤0.01%
12,436
+1,408
2732
$421K ﹤0.01%
15,518
-27,646
2733
$420K ﹤0.01%
30,353
+1,650
2734
$420K ﹤0.01%
+8,109
2735
$420K ﹤0.01%
14,559
+53
2736
$419K ﹤0.01%
17,933
-4,261
2737
$417K ﹤0.01%
84,855
+3,450
2738
$417K ﹤0.01%
46,317
+2,247
2739
$416K ﹤0.01%
236,289
+112
2740
$416K ﹤0.01%
59,227
-3,089
2741
$414K ﹤0.01%
+13,504
2742
$413K ﹤0.01%
201,471
+43,640
2743
$413K ﹤0.01%
6,507
-1,100
2744
$413K ﹤0.01%
10,717
+1,746
2745
$413K ﹤0.01%
4,674
-591
2746
$413K ﹤0.01%
+34,036
2747
$412K ﹤0.01%
8,819
-5,284
2748
$411K ﹤0.01%
6,956
+69
2749
$411K ﹤0.01%
6,096
+1,048
2750
$410K ﹤0.01%
3,318
-93
108 109
110
111 112