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
2826
$352K ﹤0.01%
+4,690
2827
$352K ﹤0.01%
8,070
-112
2828
$351K ﹤0.01%
17,848
+4,850
2829
$351K ﹤0.01%
107,072
2830
$351K ﹤0.01%
25,000
2831
$350K ﹤0.01%
18,979
+5,911
2832
$350K ﹤0.01%
29,890
+808
2833
$350K ﹤0.01%
95,593
2834
$350K ﹤0.01%
7,681
2835
$350K ﹤0.01%
54,560
-27,666
2836
$350K ﹤0.01%
58,839
+697
2837
$349K ﹤0.01%
18,911
-873
2838
$348K ﹤0.01%
4,930
+231
2839
$346K ﹤0.01%
23,233
+10,418
2840
$346K ﹤0.01%
7,003
+904
2841
$344K ﹤0.01%
4,119
-433
2842
$344K ﹤0.01%
9,456
-328
2843
$344K ﹤0.01%
12,147
2844
$343K ﹤0.01%
30,566
+159
2845
$341K ﹤0.01%
18,051
+15
2846
$341K ﹤0.01%
12,582
+2,250
2847
$339K ﹤0.01%
+12,179
2848
$339K ﹤0.01%
6,321
-40,316
2849
$339K ﹤0.01%
3,907
-213
2850
$339K ﹤0.01%
10,978
+132
112 113
114
115 116