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
751
$11.8M 0.01%
123,606
+38
752
$11.8M 0.01%
470,671
+23,051
753
$11.7M 0.01%
685,301
+3,074
754
$11.7M 0.01%
325,821
+9,240
755
$11.7M 0.01%
408,427
+18,498
756
$11.6M 0.01%
180,395
+41,458
757
$11.6M 0.01%
604,488
+36,492
758
$11.6M 0.01%
58,655
-5,209
759
$11.6M 0.01%
68,585
+33,555
760
$11.5M 0.01%
45,989
-65
761
$11.5M 0.01%
154,679
-2,846
762
$11.5M 0.01%
608,412
+235,583
763
$11.4M 0.01%
31,277
+1,053
764
$11.4M 0.01%
448,431
+4,544
765
$11.4M 0.01%
317,777
+14,808
766
$11.4M 0.01%
1,843,652
-284
767
$11.4M 0.01%
102,867
+10,802
768
$11.4M 0.01%
539,433
-802,441
769
$11.4M 0.01%
331,442
-6,362
770
$11.3M 0.01%
62,864
-2,551
771
$11.3M 0.01%
542,847
+22,057
772
$11.3M 0.01%
799,532
+40,590
773
$11.3M 0.01%
66,860
-364
774
$11.3M 0.01%
104,528
-1,049
775
$11.2M 0.01%
388,485
+97,087
29 30
31
32 33