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
551
$19.6M 0.02%
470,950
-115,652
552
$19.5M 0.02%
411,442
-7,582
553
$19.5M 0.02%
134,259
-3,520
554
$19.5M 0.02%
629,919
+145,937
555
$19.5M 0.02%
245,475
-21,113
556
$19.5M 0.02%
171,456
-5,469
557
$19.4M 0.02%
360,147
+3,945
558
$19.4M 0.02%
50,040
+9,326
559
$19.4M 0.02%
97,454
-2,996
560
$19.3M 0.02%
240,108
+24,072
561
$19.3M 0.02%
39,612
+4,495
562
$19.2M 0.02%
208,007
-3,932
563
$19.2M 0.02%
66,615
+3,090
564
$19.1M 0.02%
87,184
+3,935
565
$19.1M 0.02%
328,487
-92,584
566
$19.1M 0.02%
59,343
-28,256
567
$19M 0.02%
256,265
+18,104
568
$19M 0.02%
1,511,178
-243,055
569
$18.9M 0.02%
42,152
+1,467
570
$18.9M 0.02%
1,110,240
+15,025
571
$18.8M 0.02%
71,696
-5,075
572
$18.8M 0.02%
196,576
-1,937
573
$18.7M 0.02%
230,425
-2,207
574
$18.5M 0.02%
107,893
-9,207
575
$18.5M 0.02%
260,134
+345
21 22
23
24 25