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
3026
$238K ﹤0.01%
+6,483
3027
$238K ﹤0.01%
9,170
-238
3028
$238K ﹤0.01%
+15,597
3029
$237K ﹤0.01%
1,937
-199
3030
$237K ﹤0.01%
11,048
-251
3031
$236K ﹤0.01%
1,211
-125,252
3032
$236K ﹤0.01%
10,970
3033
$236K ﹤0.01%
14,311
+860
3034
$234K ﹤0.01%
13,283
+25
3035
$234K ﹤0.01%
+19,283
3036
$234K ﹤0.01%
4,994
+51
3037
$234K ﹤0.01%
5,308
-13,103
3038
$232K ﹤0.01%
60,000
3039
$232K ﹤0.01%
7,470
+156
3040
$231K ﹤0.01%
4,428
-39
3041
$231K ﹤0.01%
10,092
-446
3042
$231K ﹤0.01%
18,906
+1,053
3043
$231K ﹤0.01%
14,531
+3,479
3044
$229K ﹤0.01%
14,752
-68,313
3045
$229K ﹤0.01%
19,758
+386
3046
$228K ﹤0.01%
+3,552
3047
$226K ﹤0.01%
8,922
3048
$226K ﹤0.01%
37,400
+200
3049
$226K ﹤0.01%
13,704
+1,873
3050
$225K ﹤0.01%
+6,575
120 121
122
123 124