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
3326
$15.6K ﹤0.01%
2,260
+500
3327
$15.2K ﹤0.01%
2,000
3328
$14.5K ﹤0.01%
1,000
3329
$13.7K ﹤0.01%
23,550
-1,000
3330
$13.6K ﹤0.01%
+10,061
3331
$13.3K ﹤0.01%
1,694
+56
3332
$12.5K ﹤0.01%
18,105
+199
3333
$12.4K ﹤0.01%
137,969
-10,291
3334
$12.1K ﹤0.01%
881
+121
3335
$12K ﹤0.01%
11,200
3336
$10.5K ﹤0.01%
10,321
3337
$9.86K ﹤0.01%
10,940
3338
$9.15K ﹤0.01%
+16,643
3339
$8.86K ﹤0.01%
16,700
-7,003
3340
$8.86K ﹤0.01%
11,400
3341
$8.71K ﹤0.01%
24,876
3342
$8.53K ﹤0.01%
22,450
3343
$7.01K ﹤0.01%
10,119
3344
$6.57K ﹤0.01%
21,900
3345
$5.57K ﹤0.01%
40,000
3346
$4.88K ﹤0.01%
571
-231
3347
$3.4K ﹤0.01%
+77
3348
$1.39K ﹤0.01%
21,200
3349
$532 ﹤0.01%
10,628
3350
$420 ﹤0.01%
20,000
132 133
134
135 136