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
1051
$5.86M 0.01%
31,167
+1,141
1052
$5.85M 0.01%
115,016
-852
1053
$5.85M 0.01%
153,197
+41,407
1054
$5.84M 0.01%
+280,690
1055
$5.83M 0.01%
33,991
+96
1056
$5.83M 0.01%
89,375
+523
1057
$5.83M 0.01%
197,347
+31,967
1058
$5.8M 0.01%
78,760
-13,709
1059
$5.78M 0.01%
337,809
+55,936
1060
$5.78M 0.01%
116,470
-171
1061
$5.78M 0.01%
104,619
-21,450
1062
$5.78M 0.01%
88,345
-7,274
1063
$5.77M 0.01%
226,179
-903
1064
$5.74M 0.01%
88,571
+3,643
1065
$5.73M 0.01%
33,671
+2,665
1066
$5.68M 0.01%
46,314
-6,374
1067
$5.65M 0.01%
116,332
-19,344
1068
$5.63M 0.01%
98,842
-263
1069
$5.63M 0.01%
280,805
-14,100
1070
$5.62M 0.01%
76,466
-777
1071
$5.62M 0.01%
40,118
-2,229
1072
$5.6M 0.01%
56,854
+1,902
1073
$5.56M 0.01%
40,296
-4,574
1074
$5.55M 0.01%
18,770
+188
1075
$5.55M 0.01%
69,933
-1,796
41 42
43
44 45