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
976
$6.74M 0.01%
136,959
-8,066
977
$6.74M 0.01%
167,752
-5,522
978
$6.73M 0.01%
22,135
+2,232
979
$6.73M 0.01%
98,090
-4,236
980
$6.72M 0.01%
175,712
+1,596
981
$6.72M 0.01%
98,507
+13,123
982
$6.71M 0.01%
15,871
-1,330
983
$6.7M 0.01%
36,684
-14,028
984
$6.68M 0.01%
497,748
+246,300
985
$6.67M 0.01%
155,920
-10,320
986
$6.67M 0.01%
199,703
+17,169
987
$6.65M 0.01%
29,921
-1,368
988
$6.65M 0.01%
264,867
+88,269
989
$6.64M 0.01%
108,616
-656
990
$6.63M 0.01%
149,287
-18,457
991
$6.63M 0.01%
50,133
+82
992
$6.62M 0.01%
271,630
+108,539
993
$6.62M 0.01%
256,314
+77,467
994
$6.6M 0.01%
163,202
+33,593
995
$6.6M 0.01%
184,070
-2,493
996
$6.59M 0.01%
65,289
-1,294
997
$6.57M 0.01%
247,462
-9,833
998
$6.56M 0.01%
58,180
+26,350
999
$6.56M 0.01%
101,057
-75
1000
$6.55M 0.01%
210,703
+84,294
38 39
40
41 42