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
51
$415M 0.47%
747,589
-86,297
52
$413M 0.47%
755,300
-27,935
53
$412M 0.46%
1,740,106
-281
54
$410M 0.46%
4,471,729
+51,035
55
$409M 0.46%
1,006,407
+62,727
56
$390M 0.44%
432,646
-6,487
57
$372M 0.42%
7,521,143
-27,703
58
$370M 0.42%
3,357,771
-52,348
59
$365M 0.41%
659,980
+2,238
60
$354M 0.4%
4,547,686
+116,271
61
$337M 0.38%
1,576,415
+27,572
62
$331M 0.37%
1,912,807
+69,999
63
$327M 0.37%
1,876,813
+213,570
64
$324M 0.37%
1,914,156
-72,988
65
$323M 0.36%
3,522,971
-29,051
66
$322M 0.36%
1,615,316
-193,353
67
$321M 0.36%
4,756,290
+58,850
68
$316M 0.36%
1,229,072
-126,101
69
$313M 0.35%
2,296,859
+30,803
70
$313M 0.35%
1,588,602
+6,133
71
$300M 0.34%
381,622
-33,939
72
$288M 0.32%
653,886
+10,460
73
$281M 0.32%
2,032,578
-4,871
74
$275M 0.31%
1,077,236
+29,379
75
$273M 0.31%
1,933,592
-33,286
1 2
3
4 5