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
901
$7.97M 0.01%
389,732
+13,034
902
$7.96M 0.01%
974,418
-10,810
903
$7.95M 0.01%
32,928
-3,334
904
$7.94M 0.01%
256,423
+46,109
905
$7.94M 0.01%
214,642
+22,257
906
$7.9M 0.01%
237,009
-4,963
907
$7.86M 0.01%
23,565
+177
908
$7.85M 0.01%
45,193
+918
909
$7.84M 0.01%
80,089
+3,729
910
$7.81M 0.01%
150,015
+24,891
911
$7.81M 0.01%
182,672
-646
912
$7.79M 0.01%
279,943
-25,645
913
$7.76M 0.01%
59,451
+1,257
914
$7.75M 0.01%
154,078
+49,609
915
$7.73M 0.01%
190,198
+9,884
916
$7.72M 0.01%
1,902,594
-6,535
917
$7.72M 0.01%
87,447
+15,510
918
$7.67M 0.01%
52,701
+6,534
919
$7.65M 0.01%
133,575
-12
920
$7.63M 0.01%
176,687
+39,824
921
$7.61M 0.01%
105,949
+7,110
922
$7.6M 0.01%
56,234
-3,225
923
$7.59M 0.01%
49,858
-35,429
924
$7.58M 0.01%
202,984
+1,192
925
$7.57M 0.01%
163,536
-11,668
35 36
37
38 39