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
301
$51.1M 0.06%
227,522
-322
302
$50.8M 0.06%
475,318
+21,024
303
$50.7M 0.06%
415,601
+39,104
304
$50.6M 0.06%
494,808
-142,615
305
$50.5M 0.06%
587,704
-87,229
306
$50.1M 0.06%
653,815
+27,328
307
$50M 0.06%
188,086
+6,706
308
$50M 0.06%
194,316
-2,488
309
$49.9M 0.06%
595,609
+36,719
310
$49.9M 0.06%
468,715
-19,229
311
$49.5M 0.06%
113,495
-7,231
312
$48.5M 0.05%
767,071
+91,603
313
$47.3M 0.05%
517,009
+16,824
314
$47.3M 0.05%
11,939
+43
315
$47.3M 0.05%
44,974
+65
316
$46.5M 0.05%
100,310
-780
317
$46.2M 0.05%
1,010,477
-56,356
318
$46.1M 0.05%
690,934
+7,370
319
$45.8M 0.05%
261,860
+162,801
320
$45.7M 0.05%
2,302,004
-449,160
321
$45.3M 0.05%
96,647
-6,494
322
$45M 0.05%
+2,405,733
323
$44.9M 0.05%
752,893
+32,163
324
$44.8M 0.05%
436,601
+8,493
325
$44.6M 0.05%
600,866
-799
11 12
13
14 15