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
3076
$215K ﹤0.01%
+2,275
3077
$215K ﹤0.01%
+3,974
3078
$215K ﹤0.01%
16,099
-2,057
3079
$214K ﹤0.01%
31,696
3080
$214K ﹤0.01%
6,474
-915
3081
$214K ﹤0.01%
4,310
-8,589
3082
$214K ﹤0.01%
6,024
+155
3083
$212K ﹤0.01%
1,870
-7,131
3084
$212K ﹤0.01%
13,515
+11
3085
$211K ﹤0.01%
27,901
+1,295
3086
$211K ﹤0.01%
+3,252
3087
$209K ﹤0.01%
26,097
-420
3088
$209K ﹤0.01%
2,173
+1
3089
$208K ﹤0.01%
2,973
+54
3090
$208K ﹤0.01%
+9,490
3091
$208K ﹤0.01%
+2,960
3092
$207K ﹤0.01%
5,785
+284
3093
$207K ﹤0.01%
84,477
-576
3094
$207K ﹤0.01%
44,841
-2,313
3095
$206K ﹤0.01%
2,326
-98
3096
$206K ﹤0.01%
+895
3097
$206K ﹤0.01%
7,947
+756
3098
$206K ﹤0.01%
+10,341
3099
$206K ﹤0.01%
26,925
+8,483
3100
$206K ﹤0.01%
4,365
+335
122 123
124
125 126