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
601
$17.2M 0.02%
183,655
+86
602
$17M 0.02%
717,235
-3,289
603
$16.8M 0.02%
262,143
+14,417
604
$16.8M 0.02%
154,302
-2,986
605
$16.7M 0.02%
647,413
+484,039
606
$16.7M 0.02%
566,438
-29,383
607
$16.7M 0.02%
162,088
+10,039
608
$16.5M 0.02%
665,139
+37,957
609
$16.5M 0.02%
525,282
+92,652
610
$16.4M 0.02%
39,912
+8,461
611
$16.4M 0.02%
107,914
-3,650
612
$16.3M 0.02%
84,851
+6,496
613
$16.3M 0.02%
464,460
+171,882
614
$16.2M 0.02%
303,656
+5,050
615
$16.2M 0.02%
507,062
-3,541
616
$16.2M 0.02%
184,111
+137,020
617
$16.2M 0.02%
101,432
+19,229
618
$16.2M 0.02%
148,235
+1,956
619
$16.1M 0.02%
1,516,737
+71,323
620
$16M 0.02%
130,012
-16,659
621
$16M 0.02%
313,851
+31,575
622
$16M 0.02%
144,969
+21,461
623
$15.8M 0.02%
130,903
+2,283
624
$15.8M 0.02%
182,284
+87,260
625
$15.8M 0.02%
258,253
+216,492
23 24
25
26 27