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
726
$12.8M 0.01%
224,132
+20,741
727
$12.8M 0.01%
318,634
+4,568
728
$12.7M 0.01%
134,660
+8,853
729
$12.7M 0.01%
112,738
+2,146
730
$12.7M 0.01%
503,923
+41,548
731
$12.6M 0.01%
83,560
-11,659
732
$12.6M 0.01%
26,048
+7,286
733
$12.5M 0.01%
46,507
-1,679
734
$12.5M 0.01%
63,496
+2,862
735
$12.4M 0.01%
809,911
-98,347
736
$12.3M 0.01%
41,771
-465
737
$12.2M 0.01%
398,462
-105,685
738
$12.2M 0.01%
141,954
-777
739
$12.1M 0.01%
171,973
+3,701
740
$12.1M 0.01%
172,999
+96,254
741
$12.1M 0.01%
83,133
-5,267
742
$12M 0.01%
1,227,393
-9,321
743
$12M 0.01%
142,736
+13,848
744
$12M 0.01%
+226,192
745
$11.9M 0.01%
185,936
+3,258
746
$11.9M 0.01%
135,186
+3,414
747
$11.9M 0.01%
202,915
+28,227
748
$11.8M 0.01%
178,455
-7,075
749
$11.8M 0.01%
163,524
-3,392
750
$11.8M 0.01%
159,670
-12,184
28 29
30
31 32