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
401
$32.2M 0.04%
60,097
+3,523
402
$32M 0.04%
127,764
-11,749
403
$32M 0.04%
581,015
-1,119,429
404
$31.9M 0.04%
103,785
+22,274
405
$31.9M 0.04%
471,890
+4,021
406
$31.6M 0.04%
228,394
+15,288
407
$31.6M 0.04%
421,629
-2,947
408
$31.5M 0.04%
299,768
-23,540
409
$31.5M 0.04%
1,268,730
+225,983
410
$31.2M 0.04%
267,805
+17,048
411
$30.9M 0.03%
654,005
+128,711
412
$30.7M 0.03%
712,434
-316,320
413
$30.6M 0.03%
671,684
+11,263
414
$30.6M 0.03%
189,474
+17,268
415
$30.6M 0.03%
499,250
+11,339
416
$30.5M 0.03%
575,573
-199,473
417
$30.4M 0.03%
290,760
-371
418
$30.3M 0.03%
384,511
-64,265
419
$30.2M 0.03%
56,409
+4,378
420
$30.2M 0.03%
543,560
+112,407
421
$30.1M 0.03%
615,274
-6,706
422
$30.1M 0.03%
97,852
-78
423
$30M 0.03%
129,441
-708
424
$29.8M 0.03%
1,715,326
-91,112
425
$29.5M 0.03%
249,056
+19,366
15 16
17
18 19