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
3201
$107K ﹤0.01%
10,504
-4,822
3202
$107K ﹤0.01%
39,950
-85,587
3203
$105K ﹤0.01%
30,072
-23,271
3204
$105K ﹤0.01%
19,186
+2,800
3205
$103K ﹤0.01%
17,928
+6,156
3206
$103K ﹤0.01%
12,773
+275
3207
$103K ﹤0.01%
45,690
3208
$102K ﹤0.01%
17,007
-4,595
3209
$101K ﹤0.01%
+15,688
3210
$101K ﹤0.01%
17,929
-4,821
3211
$99.3K ﹤0.01%
+10,175
3212
$97.7K ﹤0.01%
11,636
-33,790
3213
$97.7K ﹤0.01%
15,404
+1,135
3214
$97.4K ﹤0.01%
17,064
-13,204
3215
$97.3K ﹤0.01%
22,362
+3,547
3216
$97.1K ﹤0.01%
17,400
-703
3217
$96.1K ﹤0.01%
4,302
+334
3218
$95.3K ﹤0.01%
5,476
+2,602
3219
$94.1K ﹤0.01%
14,155
-2,266
3220
$93.3K ﹤0.01%
26,955
+4,920
3221
$92.6K ﹤0.01%
22,252
+718
3222
$92.5K ﹤0.01%
12,607
-356
3223
$92K ﹤0.01%
47,200
+9,000
3224
$91.5K ﹤0.01%
96,292
-12
3225
$91.1K ﹤0.01%
10,760
127 128
129
130 131