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
1026
$6.21M 0.01%
73,251
-2,079
1027
$6.19M 0.01%
383,650
+46,099
1028
$6.17M 0.01%
106,569
-13,291
1029
$6.17M 0.01%
141,434
+13,556
1030
$6.15M 0.01%
15,954
+1,077
1031
$6.14M 0.01%
71,566
-381
1032
$6.14M 0.01%
119,639
+12,087
1033
$6.12M 0.01%
231,800
+8,016
1034
$6.11M 0.01%
143,390
-14,572
1035
$6.09M 0.01%
19,737
+943
1036
$6.09M 0.01%
67,841
-3,100
1037
$6.07M 0.01%
37,076
+13,053
1038
$6.06M 0.01%
102,686
+4,081
1039
$6.05M 0.01%
430,597
+11,660
1040
$6.05M 0.01%
105,909
-37,533
1041
$6.04M 0.01%
119,745
+3,488
1042
$5.94M 0.01%
59,498
+4,188
1043
$5.93M 0.01%
75,314
-29,586
1044
$5.92M 0.01%
418,563
+3,075
1045
$5.91M 0.01%
440,652
-25,023
1046
$5.9M 0.01%
95,082
-680
1047
$5.9M 0.01%
113,688
+559
1048
$5.9M 0.01%
383,667
-51,816
1049
$5.89M 0.01%
86,214
+4,299
1050
$5.88M 0.01%
51,459
+665
40 41
42
43 44