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
526
$20.9M 0.02%
663,011
+1,900
527
$20.9M 0.02%
67,502
-816
528
$20.8M 0.02%
208,167
+26,435
529
$20.7M 0.02%
452,807
+22,675
530
$20.7M 0.02%
511,723
+16,438
531
$20.7M 0.02%
76,770
-26,731
532
$20.5M 0.02%
233,112
+1,502
533
$20.5M 0.02%
271,109
-36,164
534
$20.5M 0.02%
250,805
+168,474
535
$20.5M 0.02%
199,054
+10,858
536
$20.4M 0.02%
34,668
+932
537
$20.4M 0.02%
54,628
-5,300
538
$20.4M 0.02%
214,257
+13,006
539
$20.3M 0.02%
899,615
-107,087
540
$20.1M 0.02%
400,979
+3,325
541
$20.1M 0.02%
270,930
+15,377
542
$20M 0.02%
145,976
-1,625
543
$20M 0.02%
229,136
-65
544
$20M 0.02%
678,003
+163,621
545
$20M 0.02%
155,631
-6,693
546
$20M 0.02%
88,276
+3,900
547
$19.8M 0.02%
204,583
-267
548
$19.7M 0.02%
238,995
+8,506
549
$19.6M 0.02%
666,592
+101,869
550
$19.6M 0.02%
638,124
-67,812
20 21
22
23 24