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
876
$8.57M 0.01%
153,192
-8,624
877
$8.51M 0.01%
82,321
-22
878
$8.5M 0.01%
63,008
-1,650
879
$8.49M 0.01%
76,474
-134
880
$8.47M 0.01%
819,940
+94,228
881
$8.46M 0.01%
204,404
+136,992
882
$8.43M 0.01%
40,072
-799
883
$8.39M 0.01%
147,355
-8,458
884
$8.34M 0.01%
131,325
-20,470
885
$8.33M 0.01%
112,532
-14,701
886
$8.31M 0.01%
443,174
-1,181,764
887
$8.3M 0.01%
163,709
+639
888
$8.3M 0.01%
190,288
+6,363
889
$8.29M 0.01%
138,442
-5,842
890
$8.28M 0.01%
345,585
-144
891
$8.26M 0.01%
98,333
-1,502
892
$8.24M 0.01%
77,341
-22,534
893
$8.21M 0.01%
37,512
+10
894
$8.16M 0.01%
84,732
-8,293
895
$8.12M 0.01%
443,935
-9,641
896
$8.12M 0.01%
176,922
+281
897
$8.09M 0.01%
29,709
-568
898
$8.05M 0.01%
75,251
-26,442
899
$8.03M 0.01%
102,099
+8,521
900
$7.98M 0.01%
167,756
-5,484
34 35
36
37 38