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
476
$23.8M 0.03%
118,786
+23,265
477
$23.8M 0.03%
1,240,121
+72,689
478
$23.7M 0.03%
566,260
-93,733
479
$23.6M 0.03%
357,304
-28,499
480
$23.6M 0.03%
930,909
+93,710
481
$23.6M 0.03%
28,688
+31
482
$23.6M 0.03%
57,672
-4,655
483
$23.5M 0.03%
816,642
+594,452
484
$23.5M 0.03%
279,242
+37,212
485
$23.4M 0.03%
480,845
+16,992
486
$23.3M 0.03%
474,293
+89,514
487
$23.3M 0.03%
251,409
+26,237
488
$23.2M 0.03%
808,746
-3,707
489
$23.1M 0.03%
617,388
+9,057
490
$23.1M 0.03%
452,347
+86,118
491
$23.1M 0.03%
77,215
-4,283
492
$23M 0.03%
554,269
-17,826
493
$22.9M 0.03%
110,918
+1,372
494
$22.9M 0.03%
112,694
+14,011
495
$22.8M 0.03%
1,066,731
-287,067
496
$22.8M 0.03%
461,304
+1,898
497
$22.7M 0.03%
236,352
-12,842
498
$22.7M 0.03%
359,995
-203,401
499
$22.5M 0.03%
92,893
-624
500
$22.5M 0.03%
83,455
+1,987
18 19
20
21 22