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
676
$14.3M 0.02%
550,304
-204,468
677
$14.3M 0.02%
255,733
+52,901
678
$14.2M 0.02%
173,760
+49,130
679
$14.2M 0.02%
43,148
-663
680
$14.1M 0.02%
1,710,345
+87,950
681
$14M 0.02%
51,351
+10,865
682
$14M 0.02%
199,255
+27,728
683
$14M 0.02%
1,085,005
-8,986
684
$13.9M 0.02%
105,160
-1,212
685
$13.9M 0.02%
358,917
+2,213
686
$13.9M 0.02%
597,915
+54,851
687
$13.8M 0.02%
295,920
-4,021
688
$13.8M 0.02%
1,022,981
-16,868
689
$13.8M 0.02%
865,935
+7,778
690
$13.8M 0.02%
364,251
-1,331
691
$13.8M 0.02%
82,198
+8,704
692
$13.7M 0.02%
277,635
+14,528
693
$13.7M 0.02%
131,532
+21,684
694
$13.7M 0.02%
190,442
+40,514
695
$13.7M 0.02%
137,431
-2,829
696
$13.7M 0.02%
69,339
+3,218
697
$13.7M 0.02%
210,930
+14,983
698
$13.6M 0.02%
132,144
-10,260
699
$13.6M 0.02%
443,633
-102,915
700
$13.6M 0.02%
136,684
+456
26 27
28
29 30