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
3001
$252K ﹤0.01%
47,324
+246
3002
$252K ﹤0.01%
7,944
3003
$251K ﹤0.01%
10,048
-264
3004
$250K ﹤0.01%
17,159
+5
3005
$250K ﹤0.01%
150,459
+322
3006
$250K ﹤0.01%
7,367
+970
3007
$249K ﹤0.01%
+18,871
3008
$249K ﹤0.01%
15,655
-13,341
3009
$248K ﹤0.01%
2,669
+71
3010
$247K ﹤0.01%
+12,252
3011
$247K ﹤0.01%
+5,419
3012
$247K ﹤0.01%
25,754
-236
3013
$245K ﹤0.01%
+7,776
3014
$245K ﹤0.01%
18,790
-151
3015
$243K ﹤0.01%
22,067
-1,892
3016
$243K ﹤0.01%
6,338
-1,217
3017
$243K ﹤0.01%
5,740
-419
3018
$242K ﹤0.01%
+4,755
3019
$242K ﹤0.01%
5,257
+136
3020
$242K ﹤0.01%
16,903
+240
3021
$241K ﹤0.01%
193,990
+1,398
3022
$240K ﹤0.01%
+5,204
3023
$240K ﹤0.01%
68,079
-15,984
3024
$240K ﹤0.01%
35,916
+13,396
3025
$239K ﹤0.01%
5,127
-1,090
119 120
121
122 123