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
426
$29.4M 0.03%
338,181
+8,810
427
$29.3M 0.03%
874,836
-27,044
428
$29.2M 0.03%
120,748
-5,147
429
$29M 0.03%
444,102
-20,540
430
$29M 0.03%
51,435
+1,573
431
$28.9M 0.03%
87,463
-264
432
$28.8M 0.03%
894,431
-296,739
433
$28.7M 0.03%
216,867
-10,136
434
$28.7M 0.03%
139,963
-5,136
435
$28.6M 0.03%
792,860
+71,960
436
$28.5M 0.03%
1,282,939
+7,553
437
$28.5M 0.03%
668,549
-1,816
438
$28.4M 0.03%
276,366
+7,148
439
$28.2M 0.03%
223,611
-17,779
440
$28.2M 0.03%
77,130
-12,931
441
$28M 0.03%
51,674
-2,047
442
$27.9M 0.03%
111,486
+26,362
443
$27.8M 0.03%
1,187,009
+165,189
444
$27.1M 0.03%
188,050
+22,410
445
$27M 0.03%
345,666
+9,879
446
$27M 0.03%
181,766
-28,270
447
$26.9M 0.03%
908,707
+159,803
448
$26.8M 0.03%
551,655
+68,095
449
$26.6M 0.03%
724,500
+43,845
450
$26.6M 0.03%
936,327
+124,216
16 17
18
19 20