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
576
$18.3M 0.02%
140,204
-1,201
577
$18.3M 0.02%
137,332
+11,258
578
$18.3M 0.02%
235,262
+25,938
579
$18.2M 0.02%
92,503
-438
580
$18.1M 0.02%
656,202
-4,999
581
$18.1M 0.02%
143,703
-13,728
582
$18.1M 0.02%
416,852
+5,337
583
$18M 0.02%
43,934
-224
584
$17.9M 0.02%
987,200
+836,176
585
$17.8M 0.02%
78,851
-4,158
586
$17.7M 0.02%
223,607
-6,879
587
$17.7M 0.02%
141,827
-2,914
588
$17.7M 0.02%
487,175
+27,293
589
$17.6M 0.02%
169,289
+22,654
590
$17.6M 0.02%
619,735
-31,701
591
$17.6M 0.02%
80,462
-4,936
592
$17.4M 0.02%
223,830
+135,532
593
$17.4M 0.02%
36,763
-711
594
$17.4M 0.02%
444,002
+7,982
595
$17.4M 0.02%
54,174
-4,341
596
$17.4M 0.02%
333,553
+80,709
597
$17.4M 0.02%
236,963
-9,530
598
$17.4M 0.02%
77,566
+784
599
$17.3M 0.02%
55,164
+20,695
600
$17.2M 0.02%
132,928
-84
22 23
24
25 26