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
2976
$265K ﹤0.01%
7,964
-193
2977
$265K ﹤0.01%
66,980
+41,650
2978
$264K ﹤0.01%
89,284
+1,953
2979
$264K ﹤0.01%
9,565
-74
2980
$264K ﹤0.01%
+12,318
2981
$263K ﹤0.01%
+16,631
2982
$263K ﹤0.01%
24,174
+1,653
2983
$262K ﹤0.01%
+10,557
2984
$260K ﹤0.01%
4,415
-31
2985
$259K ﹤0.01%
11,847
+1,647
2986
$258K ﹤0.01%
1,939
-27
2987
$258K ﹤0.01%
7,759
-1,554
2988
$258K ﹤0.01%
22,731
-8,733
2989
$258K ﹤0.01%
20,125
-2,833
2990
$257K ﹤0.01%
100,000
2991
$257K ﹤0.01%
19,666
+1,317
2992
$257K ﹤0.01%
18,380
-1,226
2993
$256K ﹤0.01%
+7,553
2994
$256K ﹤0.01%
3,421
+848
2995
$254K ﹤0.01%
7,230
-41,414
2996
$254K ﹤0.01%
+6,234
2997
$253K ﹤0.01%
35,982
+10,154
2998
$253K ﹤0.01%
1,872
-20
2999
$253K ﹤0.01%
77,550
-29,479
3000
$252K ﹤0.01%
5,012
-620
118 119
120
121 122