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
451
$26.6M 0.03%
106,989
-1,567
452
$26.5M 0.03%
45,430
+3,715
453
$26.4M 0.03%
207,565
+138
454
$26.2M 0.03%
537,246
+1,053
455
$26.1M 0.03%
1,277,594
+50,888
456
$26M 0.03%
188,061
-94,107
457
$26M 0.03%
258,359
-8,626
458
$25.5M 0.03%
197,669
+26,349
459
$25.4M 0.03%
1,394,831
+446,008
460
$25.4M 0.03%
950,584
-98,251
461
$25.3M 0.03%
520,912
-40,568
462
$25.3M 0.03%
186,339
+7,168
463
$25.1M 0.03%
562,273
+534,848
464
$25.1M 0.03%
415,840
+7,547
465
$25M 0.03%
65,565
+1,578
466
$25M 0.03%
192,581
+50,884
467
$24.9M 0.03%
41,796
-583
468
$24.7M 0.03%
342,701
-7,584
469
$24.4M 0.03%
324,861
-7,583
470
$24M 0.03%
424,857
+16,035
471
$23.9M 0.03%
738,040
-36,871
472
$23.9M 0.03%
135,001
-18,393
473
$23.9M 0.03%
416,721
+42,132
474
$23.8M 0.03%
887,525
-35,468
475
$23.8M 0.03%
361,365
+18,991
17 18
19
20 21