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
951
$7.14M 0.01%
4,529
+251
952
$7.14M 0.01%
107,613
+40,680
953
$7.11M 0.01%
94,833
-25,303
954
$7.05M 0.01%
59,068
+988
955
$7.01M 0.01%
311,880
+130,050
956
$6.99M 0.01%
96,093
+2,745
957
$6.99M 0.01%
58,556
-30,897
958
$6.98M 0.01%
168,194
-173,747
959
$6.97M 0.01%
135,146
+25,845
960
$6.95M 0.01%
98,856
-2,030
961
$6.95M 0.01%
269,693
+47,768
962
$6.95M 0.01%
369,681
-10,310
963
$6.94M 0.01%
207,345
-374
964
$6.93M 0.01%
165,412
-35,554
965
$6.91M 0.01%
109,413
-5,152
966
$6.89M 0.01%
221,287
+2,878
967
$6.89M 0.01%
908
-14
968
$6.89M 0.01%
239,040
-95
969
$6.86M 0.01%
202,924
+20,196
970
$6.81M 0.01%
229,503
+677
971
$6.76M 0.01%
4,013
+166
972
$6.75M 0.01%
96,222
+1,841
973
$6.75M 0.01%
28,048
+4,856
974
$6.75M 0.01%
82,077
+4,782
975
$6.74M 0.01%
137,364
-50,983
37 38
39
40 41