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
276
$59.6M 0.07%
422,165
-4,856
277
$59.5M 0.07%
290,391
+25,866
278
$58.5M 0.07%
654,577
-10,096
279
$58M 0.07%
460,944
-172
280
$57.1M 0.06%
558,048
+174,985
281
$56.8M 0.06%
1,063,269
+837,373
282
$56.7M 0.06%
172,517
+69,498
283
$56.1M 0.06%
178,417
+6,524
284
$55.4M 0.06%
186,214
+4,097
285
$55.2M 0.06%
1,150,005
+148,233
286
$55.1M 0.06%
310,563
-11,494
287
$54.7M 0.06%
299,825
-17,494
288
$54.7M 0.06%
1,017,741
+2,712
289
$54.6M 0.06%
905,624
-40,271
290
$54.4M 0.06%
197,522
-43,906
291
$54.3M 0.06%
297,539
-15,055
292
$54.2M 0.06%
618,988
-55,772
293
$53.6M 0.06%
531,987
-6,039
294
$53.6M 0.06%
353,865
+14,375
295
$52.8M 0.06%
894,572
-175,327
296
$52.8M 0.06%
875,925
+15,932
297
$52.8M 0.06%
1,113,455
-104,331
298
$52.4M 0.06%
1,049,282
+233,257
299
$52.4M 0.06%
678,045
+125,144
300
$51.6M 0.06%
1,212,114
+24,978
10 11
12
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