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
626
$15.7M 0.02%
566,842
-10,757
627
$15.7M 0.02%
122,933
+1,537
628
$15.7M 0.02%
138,729
+13,895
629
$15.6M 0.02%
626,607
+94,096
630
$15.6M 0.02%
112,792
+28,302
631
$15.6M 0.02%
529,954
-1,455
632
$15.6M 0.02%
84,424
+636
633
$15.5M 0.02%
30,899
+477
634
$15.4M 0.02%
130,207
-1,644
635
$15.4M 0.02%
1,166,720
-93,198
636
$15.3M 0.02%
56,626
-41
637
$15.3M 0.02%
644,059
+42,931
638
$15.2M 0.02%
417,327
-41,315
639
$15.2M 0.02%
112,231
-11,861
640
$15.2M 0.02%
158,943
-826
641
$15.1M 0.02%
160,965
+29,516
642
$15.1M 0.02%
63,651
-1,745
643
$15M 0.02%
230,506
+8,999
644
$14.9M 0.02%
77,430
-2,754
645
$14.9M 0.02%
324,505
-7,129
646
$14.8M 0.02%
38,480
+1,939
647
$14.8M 0.02%
273,350
+3,273
648
$14.8M 0.02%
96,382
+7,267
649
$14.8M 0.02%
837,945
+416,845
650
$14.8M 0.02%
227,501
-6,912
24 25
26
27 28