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
3101
$206K ﹤0.01%
+16,383
3102
$205K ﹤0.01%
+5,450
3103
$205K ﹤0.01%
26,225
-19,902
3104
$205K ﹤0.01%
+3,219
3105
$205K ﹤0.01%
+11,749
3106
$205K ﹤0.01%
161,030
-11,135
3107
$204K ﹤0.01%
20,741
3108
$204K ﹤0.01%
10,479
+2,479
3109
$204K ﹤0.01%
+9,216
3110
$203K ﹤0.01%
+17,360
3111
$203K ﹤0.01%
7,454
+40
3112
$202K ﹤0.01%
22,300
+645
3113
$202K ﹤0.01%
+1,832
3114
$201K ﹤0.01%
1,266
-2,296
3115
$201K ﹤0.01%
4,279
-1,269
3116
$200K ﹤0.01%
+8,910
3117
$200K ﹤0.01%
21,845
+2,064
3118
$199K ﹤0.01%
10,032
3119
$196K ﹤0.01%
10,021
-376
3120
$196K ﹤0.01%
21,369
+3,000
3121
$195K ﹤0.01%
10,370
-641
3122
$194K ﹤0.01%
+25,004
3123
$193K ﹤0.01%
67,897
+333
3124
$192K ﹤0.01%
17,965
-2,108
3125
$188K ﹤0.01%
21,956
+5,757
123 124
125
126 127