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
376
$34.7M 0.04%
485,904
-7,227
377
$34.6M 0.04%
386,517
-75,227
378
$34.6M 0.04%
146,912
+2,661
379
$34.5M 0.04%
1,049,877
+105,142
380
$34.4M 0.04%
679,316
+148,250
381
$34.4M 0.04%
409,309
-10,773
382
$34.2M 0.04%
446,856
-12,390
383
$34.2M 0.04%
167,950
-5,457
384
$34.1M 0.04%
448,443
+20,479
385
$34M 0.04%
195,992
-188
386
$34M 0.04%
281,049
-8,596
387
$34M 0.04%
193,787
-8,118
388
$33.8M 0.04%
531,523
-5,716
389
$33.7M 0.04%
136,375
-27,872
390
$33.6M 0.04%
665,503
-76,322
391
$33.6M 0.04%
1,409,332
+251,065
392
$33.3M 0.04%
462,300
-26,491
393
$33M 0.04%
78,497
-2,440
394
$33M 0.04%
133,824
-6,039
395
$32.9M 0.04%
658,658
-9,339
396
$32.7M 0.04%
365,628
+25,853
397
$32.6M 0.04%
253,397
+27,007
398
$32.5M 0.04%
332,546
+83,338
399
$32.3M 0.04%
283,340
+67,059
400
$32.3M 0.04%
155,348
+4,277
14 15
16
17 18