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
3051
$225K ﹤0.01%
14,947
+2,647
3052
$224K ﹤0.01%
14,025
+55
3053
$224K ﹤0.01%
10,698
-3,150
3054
$224K ﹤0.01%
22,824
-2,264
3055
$224K ﹤0.01%
10,810
-3,290
3056
$224K ﹤0.01%
5,098
+938
3057
$223K ﹤0.01%
4,104
-13,485
3058
$223K ﹤0.01%
+1,777
3059
$222K ﹤0.01%
34,957
+426
3060
$222K ﹤0.01%
6,034
3061
$222K ﹤0.01%
9,535
-24
3062
$222K ﹤0.01%
14,493
-5,607
3063
$221K ﹤0.01%
82,697
+55,653
3064
$221K ﹤0.01%
3,272
+20
3065
$220K ﹤0.01%
8,867
+237
3066
$219K ﹤0.01%
15,400
+963
3067
$219K ﹤0.01%
14,963
-172
3068
$219K ﹤0.01%
5,542
-6
3069
$218K ﹤0.01%
3,737
-93
3070
$217K ﹤0.01%
953
-236
3071
$217K ﹤0.01%
53,958
-15,633
3072
$216K ﹤0.01%
+5,409
3073
$216K ﹤0.01%
20,041
-2,858
3074
$216K ﹤0.01%
+5,719
3075
$215K ﹤0.01%
4,730
+341
121 122
123
124 125