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
826
$9.55M 0.01%
13,006
-1,023
827
$9.5M 0.01%
76,793
+883
828
$9.48M 0.01%
215,192
+32,202
829
$9.48M 0.01%
87,569
+4,706
830
$9.47M 0.01%
87,298
+6,810
831
$9.47M 0.01%
235,868
+26,878
832
$9.46M 0.01%
614,503
-13,900
833
$9.43M 0.01%
96,233
+16,416
834
$9.4M 0.01%
462,186
+26,345
835
$9.4M 0.01%
452,363
-5,930
836
$9.37M 0.01%
53,308
-8,932
837
$9.37M 0.01%
+538,494
838
$9.37M 0.01%
63,323
-1,029
839
$9.36M 0.01%
3,158
-1,090
840
$9.3M 0.01%
811,601
+72,975
841
$9.28M 0.01%
162,485
+36,223
842
$9.28M 0.01%
103,796
-1,163
843
$9.28M 0.01%
321,390
+38,274
844
$9.26M 0.01%
111,313
+16,340
845
$9.24M 0.01%
259,459
-66,981
846
$9.2M 0.01%
316,329
-3,531
847
$9.2M 0.01%
406,060
+332,797
848
$9.19M 0.01%
158,508
+4,388
849
$9.16M 0.01%
249,759
+23,376
850
$9.1M 0.01%
254,879
+153
32 33
34
35 36