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
1101
$5.28M 0.01%
60,506
-3,333
1102
$5.28M 0.01%
21,325
+40
1103
$5.27M 0.01%
27,181
+153
1104
$5.27M 0.01%
40,693
+8,365
1105
$5.24M 0.01%
98,691
+3,580
1106
$5.24M 0.01%
117,305
-1,682
1107
$5.21M 0.01%
107,001
+19,563
1108
$5.18M 0.01%
73,963
-1,273
1109
$5.17M 0.01%
23,555
-304
1110
$5.13M 0.01%
102,886
+5,643
1111
$5.12M 0.01%
137,073
-4,045
1112
$5.12M 0.01%
576,708
+20,160
1113
$5.11M 0.01%
219,892
+4,342
1114
$5.1M 0.01%
74,726
+8,093
1115
$5.1M 0.01%
93,052
+1,809
1116
$5.1M 0.01%
61,555
+15
1117
$5.09M 0.01%
33,038
-5,718
1118
$5.09M 0.01%
23,163
+2,711
1119
$5.08M 0.01%
122,400
1120
$5.08M 0.01%
171,364
+342
1121
$5.08M 0.01%
60,713
+8,242
1122
$5.05M 0.01%
405,615
+32,092
1123
$5.05M 0.01%
157,024
-9,636
1124
$5.04M 0.01%
48,431
+2,201
1125
$5.04M 0.01%
101,941
-11,050
43 44
45
46 47