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
851
$9.07M 0.01%
105,480
+50,928
852
$9.06M 0.01%
141,037
+14,541
853
$8.99M 0.01%
132,022
-20,113
854
$8.95M 0.01%
186,892
+22,430
855
$8.93M 0.01%
154,120
-9,224
856
$8.91M 0.01%
329,873
-56,562
857
$8.84M 0.01%
232,204
-26,789
858
$8.83M 0.01%
1,045,112
+131,134
859
$8.8M 0.01%
176,567
-21,936
860
$8.79M 0.01%
111,627
-1,319
861
$8.77M 0.01%
168,001
-23,750
862
$8.75M 0.01%
648,419
-36,870
863
$8.75M 0.01%
446,221
-10,542
864
$8.72M 0.01%
113,773
+5,711
865
$8.69M 0.01%
206,375
-12,441
866
$8.69M 0.01%
54,962
+5,164
867
$8.68M 0.01%
96,228
+1,424
868
$8.66M 0.01%
190,736
-2,672
869
$8.65M 0.01%
91,480
+1,107
870
$8.62M 0.01%
238,766
+3,564
871
$8.6M 0.01%
183,894
-7,508
872
$8.6M 0.01%
303,721
+1,536
873
$8.59M 0.01%
475,415
+21,642
874
$8.59M 0.01%
238,880
+2,035
875
$8.58M 0.01%
826,920
-26,625
33 34
35
36 37