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
76
$265M 0.3%
3,517,969
-11,550
77
$265M 0.3%
402,947
+6,735
78
$260M 0.29%
694,876
+1,536
79
$256M 0.29%
6,217,455
+117,034
80
$253M 0.28%
1,772,032
+74,716
81
$248M 0.28%
1,418,952
-8,484
82
$248M 0.28%
5,456,142
+175,085
83
$245M 0.28%
1,436,157
+77,267
84
$243M 0.27%
8,687,018
+346,682
85
$241M 0.27%
540,048
+40,351
86
$233M 0.26%
1,083,159
+22,471
87
$230M 0.26%
1,551,891
+506
88
$228M 0.26%
222,712
-206
89
$225M 0.25%
6,480,577
+253,154
90
$224M 0.25%
1,025,286
+11,843
91
$224M 0.25%
670,994
+28,120
92
$216M 0.24%
374,394
+3,534
93
$214M 0.24%
2,060,877
+136,144
94
$213M 0.24%
1,329,353
+28,453
95
$211M 0.24%
2,980,252
-62,789
96
$211M 0.24%
1,876,210
+467,314
97
$210M 0.24%
4,940,716
-87,052
98
$209M 0.24%
836,132
-10,564
99
$207M 0.23%
1,514,316
-9,747
100
$197M 0.22%
577,708
+38,661
2 3
4
5 6