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
2801
$370K ﹤0.01%
9,403
-541
2802
$370K ﹤0.01%
16,308
+73
2803
$369K ﹤0.01%
5,554
+1,494
2804
$369K ﹤0.01%
33,829
+5,673
2805
$368K ﹤0.01%
26,901
+671
2806
$366K ﹤0.01%
5,087
-649
2807
$366K ﹤0.01%
25,524
+6,647
2808
$366K ﹤0.01%
14,123
-277
2809
$365K ﹤0.01%
17,272
-437
2810
$364K ﹤0.01%
3,073
+24
2811
$363K ﹤0.01%
60,473
-464
2812
$363K ﹤0.01%
+15,502
2813
$362K ﹤0.01%
12,077
-830
2814
$361K ﹤0.01%
29,957
+19,901
2815
$361K ﹤0.01%
23,066
+1,228
2816
$360K ﹤0.01%
24,368
+8,605
2817
$360K ﹤0.01%
5,356
+333
2818
$360K ﹤0.01%
16,006
-1,183
2819
$359K ﹤0.01%
34,859
+487
2820
$358K ﹤0.01%
29,355
+391
2821
$358K ﹤0.01%
8,678
+201
2822
$357K ﹤0.01%
17,135
-12,350
2823
$357K ﹤0.01%
39,572
+5,041
2824
$357K ﹤0.01%
50,257
-1,293
2825
$356K ﹤0.01%
1,029
+48
111 112
113
114 115