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
2876
$322K ﹤0.01%
10,466
-15,917
2877
$322K ﹤0.01%
17,218
+1,550
2878
$321K ﹤0.01%
2,200
2879
$321K ﹤0.01%
7,457
-227
2880
$320K ﹤0.01%
2,147
-181
2881
$319K ﹤0.01%
+26,550
2882
$319K ﹤0.01%
+32,186
2883
$319K ﹤0.01%
23,705
+1,475
2884
$319K ﹤0.01%
10,275
+31
2885
$319K ﹤0.01%
15,328
-13
2886
$318K ﹤0.01%
17,031
-935
2887
$318K ﹤0.01%
5,332
-2,155
2888
$317K ﹤0.01%
58,133
+8,179
2889
$317K ﹤0.01%
11,058
2890
$317K ﹤0.01%
33,294
-7,303
2891
$315K ﹤0.01%
24,101
-3,117
2892
$315K ﹤0.01%
27,103
+48
2893
$314K ﹤0.01%
15,804
+25
2894
$314K ﹤0.01%
6,670
+789
2895
$314K ﹤0.01%
44,113
-3,733
2896
$314K ﹤0.01%
6,943
+33
2897
$313K ﹤0.01%
1,278
-193
2898
$313K ﹤0.01%
22,727
-584
2899
$312K ﹤0.01%
10,896
-1,075
2900
$312K ﹤0.01%
+2,346
114 115
116
117 118