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
1076
$5.51M 0.01%
64,098
-17,282
1077
$5.51M 0.01%
116,994
-7,861
1078
$5.5M 0.01%
43,918
-11,727
1079
$5.47M 0.01%
38,445
+5,881
1080
$5.47M 0.01%
+219,625
1081
$5.46M 0.01%
91,749
+2,614
1082
$5.45M 0.01%
272,497
+8,757
1083
$5.45M 0.01%
122,650
+14,608
1084
$5.45M 0.01%
44,279
-268
1085
$5.44M 0.01%
97,005
-2,337
1086
$5.43M 0.01%
226,368
-274,556
1087
$5.42M 0.01%
137,718
+4,958
1088
$5.42M 0.01%
505,693
-29,509
1089
$5.4M 0.01%
132,095
-360
1090
$5.38M 0.01%
237,070
+343
1091
$5.36M 0.01%
65,134
+9,952
1092
$5.35M 0.01%
28,465
+12,525
1093
$5.34M 0.01%
48,501
-9,246
1094
$5.33M 0.01%
46,147
-1,645
1095
$5.33M 0.01%
85,079
+5,683
1096
$5.32M 0.01%
269,395
+10,543
1097
$5.31M 0.01%
123,529
-3,430
1098
$5.31M 0.01%
18,031
-1,405
1099
$5.29M 0.01%
484,838
-36,231
1100
$5.28M 0.01%
245,864
+43,282
42 43
44
45 46