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
2776
$392K ﹤0.01%
9,664
-3,121
2777
$391K ﹤0.01%
25,660
-815
2778
$391K ﹤0.01%
1,281
+146
2779
$391K ﹤0.01%
27,817
-17,069
2780
$390K ﹤0.01%
33,856
+10,407
2781
$390K ﹤0.01%
3,234
+343
2782
$390K ﹤0.01%
16,649
+222
2783
$389K ﹤0.01%
3,988
-104
2784
$388K ﹤0.01%
8,053
-375
2785
$386K ﹤0.01%
+9,084
2786
$384K ﹤0.01%
6,340
+28
2787
$382K ﹤0.01%
79,596
+24,977
2788
$382K ﹤0.01%
25,857
-1,165
2789
$381K ﹤0.01%
8,871
-629
2790
$381K ﹤0.01%
34,262
+285
2791
$380K ﹤0.01%
22,941
-1,774
2792
$379K ﹤0.01%
4,510
-1,432
2793
$379K ﹤0.01%
32,797
+1,996
2794
$379K ﹤0.01%
15,595
+260
2795
$378K ﹤0.01%
43,841
+5,480
2796
$378K ﹤0.01%
+7,619
2797
$377K ﹤0.01%
196,519
+1,637
2798
$375K ﹤0.01%
19,240
+262
2799
$374K ﹤0.01%
4,776
-344
2800
$371K ﹤0.01%
67,527
-4,779
110 111
112
113 114