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
26
$566M 0.64%
1,863,918
-16,713
27
$564M 0.63%
2,900,090
-43,971
28
$550M 0.62%
1,508,606
+11,270
29
$532M 0.6%
8,352,838
+60,161
30
$515M 0.58%
2,274,022
-22,901
31
$502M 0.56%
5,167,274
-455,470
32
$502M 0.56%
2,350,725
-34,890
33
$491M 0.55%
4,461,653
-64,428
34
$488M 0.55%
5,029,810
-50,277
35
$473M 0.53%
3,022,964
+44,644
36
$473M 0.53%
7,014,661
-263,821
37
$457M 0.51%
1,461,611
+28,475
38
$455M 0.51%
1,905,679
+5,494
39
$451M 0.51%
9,491,684
-259,394
40
$447M 0.5%
1,426,549
-29,005
41
$447M 0.5%
5,677,320
+69,377
42
$445M 0.5%
8,246,560
-104,110
43
$443M 0.5%
4,273,920
-21,842
44
$442M 0.5%
2,427,692
+3,165
45
$434M 0.49%
2,529,702
+73,733
46
$433M 0.49%
3,756,942
+589,208
47
$421M 0.47%
1,519,809
-36,531
48
$417M 0.47%
3,511,331
+628,384
49
$417M 0.47%
1,614,172
-28,147
50
$416M 0.47%
868,761
+62,796
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