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
326
$44.6M 0.05%
2,140,047
-82,823
327
$44.4M 0.05%
434,126
-58,551
328
$44.3M 0.05%
1,258,759
-27,353
329
$44.2M 0.05%
170,302
+10,956
330
$44.1M 0.05%
550,011
+16,260
331
$44M 0.05%
334,298
+99,368
332
$43.5M 0.05%
802,893
-53,414
333
$43.4M 0.05%
636,932
+56,387
334
$43.3M 0.05%
182,031
-12,195
335
$43.1M 0.05%
612,540
+11,700
336
$43M 0.05%
644,699
-67,775
337
$42.4M 0.05%
424,608
-104,510
338
$42M 0.05%
329,342
-8,699
339
$41.8M 0.05%
573,378
-360,022
340
$41.7M 0.05%
867,184
-110,312
341
$41.4M 0.05%
140,947
-13,729
342
$41.3M 0.05%
1,215,943
+129,976
343
$41M 0.05%
815,045
+10,095
344
$40.9M 0.05%
486,367
-699,863
345
$40.5M 0.05%
145,023
+3,283
346
$40.2M 0.05%
767,970
-21,515
347
$40.1M 0.05%
251,332
-4,793
348
$40M 0.05%
+233,238
349
$39.8M 0.04%
301,401
+6,979
350
$39.7M 0.04%
1,574,796
-928,368
12 13
14
15 16