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
1126
$5.03M 0.01%
98,775
+70,169
1127
$5.02M 0.01%
83,500
+5,823
1128
$5.02M 0.01%
16,868
+1,955
1129
$5.01M 0.01%
85,468
-10,379
1130
$5M 0.01%
133,255
+3,959
1131
$5M 0.01%
195,833
+50,426
1132
$4.99M 0.01%
163,816
+4,361
1133
$4.98M 0.01%
98,880
-1,084
1134
$4.98M 0.01%
445,363
+16,585
1135
$4.97M 0.01%
284,916
+2,285
1136
$4.97M 0.01%
120,531
-4,538
1137
$4.96M 0.01%
178,991
+393
1138
$4.96M 0.01%
34,650
-1,188
1139
$4.95M 0.01%
30,398
+2,127
1140
$4.94M 0.01%
102,621
-21,722
1141
$4.94M 0.01%
196,550
-330,900
1142
$4.93M 0.01%
53,181
+24,289
1143
$4.93M 0.01%
172,182
-157,895
1144
$4.93M 0.01%
280,353
+85,896
1145
$4.92M 0.01%
42,055
-153
1146
$4.92M 0.01%
258,048
+28,829
1147
$4.91M 0.01%
147,923
-22,073
1148
$4.9M 0.01%
22,521
+8,217
1149
$4.9M 0.01%
207,773
+2,681
1150
$4.89M 0.01%
235,622
-7,159
44 45
46
47 48