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
1001
$6.52M 0.01%
138,276
-14,164
1002
$6.5M 0.01%
167,580
-16,319
1003
$6.5M 0.01%
40,291
+405
1004
$6.5M 0.01%
94,806
+491
1005
$6.5M 0.01%
146,788
-14,241
1006
$6.49M 0.01%
123,571
-3,107
1007
$6.48M 0.01%
55,394
+41,985
1008
$6.43M 0.01%
115,087
-72,461
1009
$6.42M 0.01%
84,080
-3,733
1010
$6.4M 0.01%
210,662
+33,617
1011
$6.38M 0.01%
21,975
-215
1012
$6.37M 0.01%
526,436
-124,625
1013
$6.34M 0.01%
334,679
+26,838
1014
$6.32M 0.01%
63,788
+3,391
1015
$6.3M 0.01%
274,223
-27,180
1016
$6.29M 0.01%
100,194
-8,104
1017
$6.29M 0.01%
123,655
+26,076
1018
$6.28M 0.01%
4,943,581
+439,973
1019
$6.27M 0.01%
123,628
-13,760
1020
$6.26M 0.01%
263,950
-46,410
1021
$6.25M 0.01%
532,275
+18,624
1022
$6.24M 0.01%
191,647
-853
1023
$6.24M 0.01%
386,371
-4,869
1024
$6.23M 0.01%
405,503
+116,569
1025
$6.23M 0.01%
62,556
-6,185
39 40
41
42 43