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
776
$11.2M 0.01%
219,915
+18,009
777
$11.2M 0.01%
523,035
+12,845
778
$11.1M 0.01%
500,059
+10,981
779
$11.1M 0.01%
102,317
-7,483
780
$11.1M 0.01%
454,662
+46,577
781
$11.1M 0.01%
193,386
+13,556
782
$11M 0.01%
214,869
+50,406
783
$10.9M 0.01%
92,448
+4,057
784
$10.9M 0.01%
100,563
-36,086
785
$10.8M 0.01%
151,358
-1,927
786
$10.8M 0.01%
396,078
+266,840
787
$10.8M 0.01%
46,686
-12,789
788
$10.8M 0.01%
20,920
-2,035
789
$10.8M 0.01%
172,289
-1,217
790
$10.8M 0.01%
79,706
-33,180
791
$10.8M 0.01%
107,914
+2,967
792
$10.7M 0.01%
117,440
+7,414
793
$10.7M 0.01%
170,698
+16,413
794
$10.5M 0.01%
274,600
-92,970
795
$10.5M 0.01%
284,258
+42,329
796
$10.5M 0.01%
229,278
-105,186
797
$10.5M 0.01%
466,438
+192,246
798
$10.5M 0.01%
204,923
+6,172
799
$10.4M 0.01%
135,590
+488
800
$10.4M 0.01%
143,190
-1,190
30 31
32
33 34