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
3276
$50.9K ﹤0.01%
299,660
-27,000
3277
$48.7K ﹤0.01%
14,375
+600
3278
$48.6K ﹤0.01%
+10,000
3279
$48.1K ﹤0.01%
10,010
3280
$46.8K ﹤0.01%
13,266
-1,806
3281
$46.6K ﹤0.01%
2,774
-402
3282
$45.8K ﹤0.01%
54,489
+25
3283
$43.9K ﹤0.01%
12,750
3284
$43.7K ﹤0.01%
+10,040
3285
$43.5K ﹤0.01%
14,883
+2,774
3286
$41.8K ﹤0.01%
1,874
-273
3287
$41.4K ﹤0.01%
23,276
-1,278
3288
$39.7K ﹤0.01%
2,036
-567
3289
$39.6K ﹤0.01%
20,000
3290
$39.5K ﹤0.01%
28,032
-400
3291
$38.8K ﹤0.01%
17,654
3292
$37.9K ﹤0.01%
10,942
+81
3293
$36.7K ﹤0.01%
12,303
+2,200
3294
$36.5K ﹤0.01%
21,200
3295
$35.2K ﹤0.01%
14,325
+2,000
3296
$35.1K ﹤0.01%
+30,000
3297
$34.4K ﹤0.01%
15,494
3298
$33.4K ﹤0.01%
2,496
-3,138
3299
$33.3K ﹤0.01%
+10,324
3300
$33.1K ﹤0.01%
31,850
+3,500
130 131
132
133 134