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
2751
$410K ﹤0.01%
8,724
-28,258
2752
$409K ﹤0.01%
+18,275
2753
$408K ﹤0.01%
7,140
+44
2754
$406K ﹤0.01%
+1,692
2755
$406K ﹤0.01%
37,700
+5,552
2756
$405K ﹤0.01%
6,279
-4,231
2757
$405K ﹤0.01%
18,037
-398
2758
$405K ﹤0.01%
33,498
+2,254
2759
$404K ﹤0.01%
48,911
+1,830
2760
$404K ﹤0.01%
8,882
-503
2761
$404K ﹤0.01%
10,968
-539
2762
$401K ﹤0.01%
19,941
-11,132
2763
$400K ﹤0.01%
+2,570
2764
$399K ﹤0.01%
+6,530
2765
$398K ﹤0.01%
14,403
+1,570
2766
$396K ﹤0.01%
7,566
+433
2767
$396K ﹤0.01%
8,233
-3,409
2768
$395K ﹤0.01%
16,282
-1,425
2769
$395K ﹤0.01%
18,466
-273
2770
$394K ﹤0.01%
+9,386
2771
$394K ﹤0.01%
5,811
-42,525
2772
$393K ﹤0.01%
17,146
-7,053
2773
$393K ﹤0.01%
19,376
+86
2774
$393K ﹤0.01%
15,590
-2,128
2775
$392K ﹤0.01%
+1,604
109 110
111
112 113