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
2901
$311K ﹤0.01%
34,054
+397
2902
$311K ﹤0.01%
15,322
+8
2903
$310K ﹤0.01%
3,135
+655
2904
$308K ﹤0.01%
20,695
-1,347
2905
$308K ﹤0.01%
36,876
+98
2906
$307K ﹤0.01%
68,773
+32
2907
$307K ﹤0.01%
6,233
-556
2908
$306K ﹤0.01%
+7,919
2909
$305K ﹤0.01%
9,572
-530
2910
$304K ﹤0.01%
4,745
-58
2911
$304K ﹤0.01%
8,342
+2,124
2912
$303K ﹤0.01%
102,377
-6,900
2913
$303K ﹤0.01%
7,965
+1,460
2914
$301K ﹤0.01%
4,036
-69
2915
$301K ﹤0.01%
8,159
2916
$300K ﹤0.01%
15,612
+887
2917
$299K ﹤0.01%
14,740
+1,832
2918
$298K ﹤0.01%
12,847
-26
2919
$298K ﹤0.01%
+20,408
2920
$296K ﹤0.01%
6,135
+262
2921
$296K ﹤0.01%
3,837
-77
2922
$296K ﹤0.01%
30,455
-9,416
2923
$296K ﹤0.01%
25,975
+14,675
2924
$296K ﹤0.01%
35,713
+2,606
2925
$296K ﹤0.01%
19,480
115 116
117
118 119