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
3251
$66.1K ﹤0.01%
20,731
+5,800
3252
$66K ﹤0.01%
6,414
3253
$65.8K ﹤0.01%
21,427
+2,284
3254
$65.5K ﹤0.01%
20,077
+71
3255
$65.3K ﹤0.01%
21,564
-169
3256
$64.2K ﹤0.01%
28,915
-120
3257
$62.3K ﹤0.01%
13,146
+34
3258
$61.6K ﹤0.01%
17,353
+1,000
3259
$61K ﹤0.01%
44,559
-11,515
3260
$59.6K ﹤0.01%
+14,800
3261
$58.3K ﹤0.01%
18,927
-2,135
3262
$58.1K ﹤0.01%
+10,595
3263
$57.5K ﹤0.01%
15,046
-1,453
3264
$57.5K ﹤0.01%
+47,100
3265
$57.3K ﹤0.01%
11,806
+633
3266
$57.1K ﹤0.01%
17,292
+5,292
3267
$56.6K ﹤0.01%
15,715
+537
3268
$56.6K ﹤0.01%
10,942
-250
3269
$56.1K ﹤0.01%
38,800
3270
$55.9K ﹤0.01%
15,061
-2,057
3271
$55.7K ﹤0.01%
18,697
+1,394
3272
$54.3K ﹤0.01%
10,037
+37
3273
$53.1K ﹤0.01%
+2,178
3274
$51.4K ﹤0.01%
+16,372
3275
$51.4K ﹤0.01%
+15,517
129 130
131
132 133