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
701
$13.6M 0.02%
292,725
-4,166
702
$13.5M 0.02%
468,206
-1,997
703
$13.5M 0.02%
237,010
+49
704
$13.4M 0.02%
640,125
-12,825
705
$13.4M 0.02%
108,312
-6,126
706
$13.3M 0.02%
117,730
+32,593
707
$13.2M 0.01%
472,641
-14,755
708
$13.2M 0.01%
96,981
-330
709
$13.2M 0.01%
249,165
+146,906
710
$13.2M 0.01%
119,751
-1,094
711
$13.2M 0.01%
174,881
-15,937
712
$13.2M 0.01%
217,727
-8,248
713
$13.1M 0.01%
406,809
+6,433
714
$13.1M 0.01%
49,533
+98
715
$13.1M 0.01%
309,954
+27,191
716
$13.1M 0.01%
387,025
+3,928
717
$13M 0.01%
109,387
+19,536
718
$13M 0.01%
129,928
+27,709
719
$13M 0.01%
32,044
-8,131
720
$13M 0.01%
121,400
+11,938
721
$12.9M 0.01%
59,958
-1,628
722
$12.9M 0.01%
1,051,568
+19,188
723
$12.9M 0.01%
193,426
+4,883
724
$12.9M 0.01%
106,192
-234
725
$12.8M 0.01%
688,882
-48,647
27 28
29
30 31