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
3126
$186K ﹤0.01%
16,787
+686
3127
$186K ﹤0.01%
14,208
-573
3128
$184K ﹤0.01%
16,484
+5,415
3129
$183K ﹤0.01%
+16,775
3130
$181K ﹤0.01%
23,017
-809
3131
$181K ﹤0.01%
15,462
3132
$179K ﹤0.01%
15,804
-1,128
3133
$177K ﹤0.01%
15,925
-298
3134
$175K ﹤0.01%
35,686
+14,862
3135
$175K ﹤0.01%
12,721
-2,868
3136
$171K ﹤0.01%
102,812
+15,774
3137
$170K ﹤0.01%
66,325
-833
3138
$169K ﹤0.01%
15,670
-7,909
3139
$168K ﹤0.01%
33,278
+7,650
3140
$168K ﹤0.01%
15,449
+1,564
3141
$167K ﹤0.01%
15,658
+4,721
3142
$167K ﹤0.01%
24,316
+2,111
3143
$165K ﹤0.01%
48,908
+191
3144
$165K ﹤0.01%
+12,403
3145
$162K ﹤0.01%
33,635
+811
3146
$160K ﹤0.01%
13,417
-938
3147
$159K ﹤0.01%
+12,517
3148
$158K ﹤0.01%
20,030
+2,530
3149
$158K ﹤0.01%
166,226
+93,380
3150
$156K ﹤0.01%
18,606
-159
124 125
126
127 128