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
2926
$294K ﹤0.01%
+11,746
2927
$294K ﹤0.01%
+2,751
2928
$293K ﹤0.01%
4,274
-303
2929
$292K ﹤0.01%
8,249
+697
2930
$291K ﹤0.01%
51,127
-5,989
2931
$290K ﹤0.01%
17,079
+1,830
2932
$289K ﹤0.01%
21,893
-234
2933
$289K ﹤0.01%
8,640
+46
2934
$289K ﹤0.01%
44,961
-4,242
2935
$289K ﹤0.01%
11,363
+143
2936
$289K ﹤0.01%
7,568
-903
2937
$288K ﹤0.01%
+15,764
2938
$288K ﹤0.01%
6,000
2939
$285K ﹤0.01%
5,845
2940
$284K ﹤0.01%
2,850
-143
2941
$283K ﹤0.01%
10,831
-1,277
2942
$283K ﹤0.01%
7,730
-99
2943
$282K ﹤0.01%
63,040
+39,525
2944
$282K ﹤0.01%
37,823
+73
2945
$281K ﹤0.01%
6,200
2946
$281K ﹤0.01%
12,676
2947
$280K ﹤0.01%
5,141
-312
2948
$279K ﹤0.01%
19,713
-4,528
2949
$279K ﹤0.01%
+4,865
2950
$279K ﹤0.01%
13,692
-31,582
116 117
118
119 120