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
651
$14.8M 0.02%
95,178
-12,650
652
$14.8M 0.02%
502,262
+40,789
653
$14.8M 0.02%
196,527
+26,694
654
$14.7M 0.02%
104,593
+1,108
655
$14.7M 0.02%
482,754
+473,669
656
$14.7M 0.02%
295,058
-2,044
657
$14.7M 0.02%
412,560
-80,933
658
$14.7M 0.02%
1,032,243
+79,105
659
$14.7M 0.02%
438,149
-9,441
660
$14.6M 0.02%
75,154
+10,492
661
$14.6M 0.02%
148,939
-20,267
662
$14.6M 0.02%
165,371
-6,721
663
$14.6M 0.02%
237,175
-3,749
664
$14.6M 0.02%
162,729
-2,008
665
$14.6M 0.02%
257,082
-9,085
666
$14.5M 0.02%
101,968
+33,148
667
$14.5M 0.02%
26,723
+180
668
$14.5M 0.02%
85,818
-4,412
669
$14.4M 0.02%
177,119
+7,396
670
$14.4M 0.02%
142,327
+15,933
671
$14.4M 0.02%
678,682
+55,915
672
$14.4M 0.02%
187,379
-80,577
673
$14.3M 0.02%
69,336
+2,931
674
$14.3M 0.02%
127,848
-2,137
675
$14.3M 0.02%
763,981
+9,221
25 26
27
28 29