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
3151
$155K ﹤0.01%
19,725
+1,725
3152
$154K ﹤0.01%
36,328
+2,519
3153
$154K ﹤0.01%
11,753
+958
3154
$153K ﹤0.01%
24,949
+4,481
3155
$152K ﹤0.01%
15,443
+1,640
3156
$149K ﹤0.01%
135,906
-57,510
3157
$145K ﹤0.01%
40,453
-29,902
3158
$143K ﹤0.01%
10,900
-3,244
3159
$142K ﹤0.01%
21,494
3160
$142K ﹤0.01%
33,310
-2,785
3161
$141K ﹤0.01%
22,251
+700
3162
$137K ﹤0.01%
13,973
-18,973
3163
$136K ﹤0.01%
41,487
-2,303
3164
$136K ﹤0.01%
11,379
-1,150
3165
$134K ﹤0.01%
29,077
+9,065
3166
$134K ﹤0.01%
+11,551
3167
$133K ﹤0.01%
12,677
3168
$131K ﹤0.01%
+12,222
3169
$131K ﹤0.01%
13,117
3170
$131K ﹤0.01%
2,863
-5
3171
$130K ﹤0.01%
155,155
-8,450
3172
$130K ﹤0.01%
+15,025
3173
$130K ﹤0.01%
561,000
+2,600
3174
$129K ﹤0.01%
55,574
+4,290
3175
$129K ﹤0.01%
10,000
125 126
127
128 129