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
351
$39.2M 0.04%
333,426
-41,538
352
$39M 0.04%
407,550
+3,881
353
$38.5M 0.04%
1,014,618
-246,684
354
$38.3M 0.04%
99,307
+36,524
355
$38.3M 0.04%
277,979
+6,519
356
$38.3M 0.04%
380,228
+44,751
357
$37.9M 0.04%
425,219
-11,334
358
$37.9M 0.04%
389,233
-8,951
359
$37.9M 0.04%
437,120
-12,404
360
$37.8M 0.04%
187,452
-8,288
361
$37.7M 0.04%
1,200,964
-51,718
362
$37.7M 0.04%
253,010
-8,644
363
$37.4M 0.04%
1,160,126
+45,995
364
$36.8M 0.04%
341,534
+10,379
365
$36.7M 0.04%
183,192
-30,803
366
$36.5M 0.04%
456,491
+15,651
367
$36.3M 0.04%
730,625
+89,249
368
$36.1M 0.04%
1,403,859
+110,893
369
$35.9M 0.04%
1,240,068
+81,993
370
$35.7M 0.04%
114,413
+10,685
371
$35.6M 0.04%
301,258
-1,182
372
$35.2M 0.04%
756,902
+5,405
373
$35M 0.04%
81,901
+967
374
$34.9M 0.04%
23,411
+310
375
$34.7M 0.04%
133,167
+652
13 14
15
16 17