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
801
$10.4M 0.01%
196,823
-28,528
802
$10.4M 0.01%
211,235
+13,003
803
$10.3M 0.01%
204,153
+1,697
804
$10.3M 0.01%
214,160
-10,946
805
$10.3M 0.01%
216,140
-26,319
806
$10.3M 0.01%
171,457
+165,030
807
$10.3M 0.01%
891,168
+83,051
808
$10.3M 0.01%
108,993
+417
809
$10.2M 0.01%
95,663
-4,029
810
$10.2M 0.01%
705,397
-33,665
811
$10.2M 0.01%
133,263
+1,489
812
$10.1M 0.01%
73,908
-5,821
813
$10.1M 0.01%
52,748
+4,328
814
$10.1M 0.01%
88,785
-697
815
$9.99M 0.01%
500,763
+32,506
816
$9.76M 0.01%
358,401
+32,339
817
$9.75M 0.01%
310,398
+178,762
818
$9.72M 0.01%
230,644
-17,206
819
$9.71M 0.01%
591,554
+27,108
820
$9.69M 0.01%
166,624
+21,596
821
$9.68M 0.01%
400,509
+8,948
822
$9.66M 0.01%
217,673
+103,716
823
$9.64M 0.01%
+460,253
824
$9.63M 0.01%
101,092
-15,264
825
$9.55M 0.01%
161,231
-189,897
31 32
33
34 35