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
501
$22.4M 0.03%
440,879
-22,173
502
$22.4M 0.03%
210,743
-48,627
503
$22.4M 0.03%
141,457
-10,968
504
$22.3M 0.03%
115,336
-545
505
$22.3M 0.03%
353,286
-65,598
506
$22.3M 0.03%
238,005
-3,922
507
$22.2M 0.03%
444,196
+38,380
508
$22.1M 0.02%
238,559
-12,090
509
$22.1M 0.02%
332,475
-27,925
510
$22M 0.02%
141,247
-5,068
511
$21.8M 0.02%
820,357
+286,317
512
$21.8M 0.02%
158,080
+27,860
513
$21.7M 0.02%
556,727
+17,167
514
$21.7M 0.02%
519,842
+62,310
515
$21.7M 0.02%
118,516
+17,061
516
$21.7M 0.02%
237,771
+43,783
517
$21.7M 0.02%
596,843
+14,082
518
$21.6M 0.02%
360,230
-43,782
519
$21.2M 0.02%
551,533
-32,120
520
$21.2M 0.02%
1,961,608
-20,300
521
$21.2M 0.02%
294,535
-20,534
522
$21.1M 0.02%
144,825
+9,587
523
$21.1M 0.02%
151,138
+37,424
524
$21M 0.02%
94,051
-15,159
525
$21M 0.02%
66,930
-1,475
19 20
21
22 23