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
2851
$338K ﹤0.01%
21,805
+8,598
2852
$337K ﹤0.01%
12,371
-1,118
2853
$337K ﹤0.01%
44,465
-636
2854
$335K ﹤0.01%
24,796
-10,249
2855
$335K ﹤0.01%
30,906
-1,057
2856
$334K ﹤0.01%
5,835
+102
2857
$334K ﹤0.01%
32,561
+6,394
2858
$334K ﹤0.01%
+13,879
2859
$333K ﹤0.01%
+25,030
2860
$333K ﹤0.01%
7,218
+1,016
2861
$332K ﹤0.01%
10,668
+1,453
2862
$332K ﹤0.01%
60,394
-819
2863
$331K ﹤0.01%
11,998
-4,598
2864
$330K ﹤0.01%
6,608
+1,532
2865
$329K ﹤0.01%
23,424
-1,452
2866
$329K ﹤0.01%
14,945
+506
2867
$329K ﹤0.01%
3,672
+1,522
2868
$328K ﹤0.01%
16,295
-192
2869
$327K ﹤0.01%
39,469
-1,940
2870
$326K ﹤0.01%
32,832
-18,110
2871
$326K ﹤0.01%
8,175
-4,184
2872
$325K ﹤0.01%
26,811
-1,840
2873
$324K ﹤0.01%
2,421
-3,799
2874
$323K ﹤0.01%
18,734
+1,649
2875
$323K ﹤0.01%
4,762
-1,304
113 114
115
116 117