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
926
$7.55M 0.01%
128,345
+528
927
$7.55M 0.01%
81,029
-4,304
928
$7.53M 0.01%
42,247
-1,018
929
$7.52M 0.01%
109,685
+14,043
930
$7.51M 0.01%
64,982
-21,666
931
$7.49M 0.01%
44,896
-5,781
932
$7.46M 0.01%
283,740
-1,649
933
$7.44M 0.01%
180,406
+34,549
934
$7.39M 0.01%
218,627
-11,342
935
$7.39M 0.01%
40,274
-14,572
936
$7.38M 0.01%
6,203
+27
937
$7.36M 0.01%
162,887
+1,335
938
$7.36M 0.01%
441,437
-62,660
939
$7.36M 0.01%
61,979
-19,261
940
$7.34M 0.01%
29,748
-18,446
941
$7.3M 0.01%
524,029
+117,547
942
$7.3M 0.01%
583,136
-141,277
943
$7.24M 0.01%
343,805
-65,022
944
$7.23M 0.01%
51,766
+1,438
945
$7.22M 0.01%
757,194
+180,900
946
$7.22M 0.01%
92,218
+3,227
947
$7.22M 0.01%
133,251
+3,783
948
$7.19M 0.01%
38,197
-6,199
949
$7.15M 0.01%
340,287
+18,890
950
$7.14M 0.01%
134,468
+7,706
36 37
38
39 40