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
3401
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-2,646
3402
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-18,037
3403
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-6,679
3404
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-10,161
3405
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3406
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3407
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-30,972
3408
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-6,730
3409
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-4,172
3410
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-8,860
3411
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-4,571
3412
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-21,575
3413
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-7,148
3414
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-37,728
3415
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-71,302
3416
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-893
3417
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3418
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-10,084
3419
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-30,694
3420
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-5,054
3421
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-10,324
3422
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-16,629
3423
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-15,785
3424
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-20,195
3425
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-4,693
135 136
137
138 139