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
2951
$279K ﹤0.01%
+22,172
2952
$277K ﹤0.01%
11,797
-1,542
2953
$277K ﹤0.01%
39,709
-334
2954
$276K ﹤0.01%
+3,071
2955
$275K ﹤0.01%
4,449
-139
2956
$275K ﹤0.01%
23,153
+4,015
2957
$274K ﹤0.01%
16,167
+1,009
2958
$273K ﹤0.01%
9,439
-20,210
2959
$272K ﹤0.01%
11,153
+68
2960
$272K ﹤0.01%
8,235
-44
2961
$270K ﹤0.01%
2,450
2962
$270K ﹤0.01%
27,639
-9,704
2963
$270K ﹤0.01%
12,186
+800
2964
$269K ﹤0.01%
11,477
-1,817
2965
$269K ﹤0.01%
18,388
+154
2966
$269K ﹤0.01%
6,577
-439
2967
$268K ﹤0.01%
16,525
-871
2968
$267K ﹤0.01%
11,502
-3,158
2969
$267K ﹤0.01%
7,533
+989
2970
$267K ﹤0.01%
3,622
-205
2971
$266K ﹤0.01%
20,632
-1,768
2972
$266K ﹤0.01%
22,974
-706
2973
$266K ﹤0.01%
4,012
2974
$266K ﹤0.01%
8,140
-816
2975
$265K ﹤0.01%
8,120
+746
117 118
119
120 121