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
3176
$127K ﹤0.01%
3,050
3177
$127K ﹤0.01%
124,850
+41,600
3178
$126K ﹤0.01%
1,735
-315
3179
$126K ﹤0.01%
11,366
-202
3180
$125K ﹤0.01%
37,900
+7,500
3181
$122K ﹤0.01%
34,090
+11,063
3182
$122K ﹤0.01%
23,759
-14,357
3183
$122K ﹤0.01%
78,393
+21,388
3184
$121K ﹤0.01%
14,046
3185
$121K ﹤0.01%
18,482
+4,982
3186
$121K ﹤0.01%
16,892
-2,473
3187
$120K ﹤0.01%
17,216
+3,582
3188
$120K ﹤0.01%
40,500
3189
$118K ﹤0.01%
+10,487
3190
$118K ﹤0.01%
10,004
-49
3191
$117K ﹤0.01%
11,903
+225
3192
$116K ﹤0.01%
13,388
+45
3193
$116K ﹤0.01%
13,357
+628
3194
$114K ﹤0.01%
12,310
-8,284
3195
$114K ﹤0.01%
65,902
-1,396
3196
$113K ﹤0.01%
80,846
+8,875
3197
$113K ﹤0.01%
15,266
+59
3198
$113K ﹤0.01%
10,734
+14
3199
$111K ﹤0.01%
12,000
3200
$110K ﹤0.01%
26,913
-51,155
126 127
128
129 130