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
3301
$33K ﹤0.01%
13,650
-1,000
3302
$31.6K ﹤0.01%
45,000
3303
$27.3K ﹤0.01%
10,275
-78
3304
$26.9K ﹤0.01%
27,619
+3,822
3305
$26.8K ﹤0.01%
10,121
-7,930
3306
$26.2K ﹤0.01%
+33,358
3307
$26.1K ﹤0.01%
16,520
+1,320
3308
$24.2K ﹤0.01%
+10,051
3309
$23.6K ﹤0.01%
+10,000
3310
$23.2K ﹤0.01%
667
3311
$23K ﹤0.01%
13,542
3312
$22.6K ﹤0.01%
10,200
+8,350
3313
$22.6K ﹤0.01%
23,900
-1,322
3314
$22.5K ﹤0.01%
10,000
3315
$22.1K ﹤0.01%
1,175
-15
3316
$21.4K ﹤0.01%
520
3317
$21.3K ﹤0.01%
10,435
-6,897
3318
$20.9K ﹤0.01%
16,689
+198
3319
$19.6K ﹤0.01%
34,440
-21,620
3320
$19.4K ﹤0.01%
3,933
-7
3321
$19.1K ﹤0.01%
28,690
-4,000
3322
$17.1K ﹤0.01%
55,000
+10,000
3323
$16.8K ﹤0.01%
+2,000
3324
$16.7K ﹤0.01%
12,882
+1,050
3325
$16.3K ﹤0.01%
2,038
-1,657
131 132
133
134 135