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
3226
$89.3K ﹤0.01%
16,971
-1,428
3227
$87.4K ﹤0.01%
26,026
-36,395
3228
$86.8K ﹤0.01%
51,659
-1,103
3229
$86.7K ﹤0.01%
23,245
-15
3230
$86.4K ﹤0.01%
51,451
-723
3231
$85.5K ﹤0.01%
10,000
-1,000
3232
$84.2K ﹤0.01%
11,158
-503
3233
$82.7K ﹤0.01%
+10,419
3234
$82.7K ﹤0.01%
15,569
-4,985
3235
$80.5K ﹤0.01%
16,158
+1,777
3236
$80.4K ﹤0.01%
11,443
+1,325
3237
$78.4K ﹤0.01%
14,878
3238
$78.4K ﹤0.01%
28,000
3239
$75.8K ﹤0.01%
+11,868
3240
$75.6K ﹤0.01%
+13,642
3241
$75K ﹤0.01%
14,712
+1,807
3242
$74.7K ﹤0.01%
60,235
3243
$74.6K ﹤0.01%
90,925
+5,169
3244
$73.3K ﹤0.01%
+49,700
3245
$73.1K ﹤0.01%
+25,818
3246
$71.5K ﹤0.01%
25,710
3247
$70.1K ﹤0.01%
10,738
-525
3248
$69.4K ﹤0.01%
11,063
+63
3249
$66.8K ﹤0.01%
18,518
3250
$66.5K ﹤0.01%
+10,006
128 129
130
131 132