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
1151
$4.89M 0.01%
145,286
-3,161
1152
$4.88M 0.01%
105,284
+9,226
1153
$4.88M 0.01%
82,289
+25,169
1154
$4.88M 0.01%
76,063
+29,048
1155
$4.88M 0.01%
84,736
+51,528
1156
$4.87M 0.01%
121,172
-3,468
1157
$4.86M 0.01%
89,753
+3,078
1158
$4.85M 0.01%
88,047
+2,593
1159
$4.85M 0.01%
184,316
+122,013
1160
$4.84M 0.01%
307,779
+53,667
1161
$4.83M 0.01%
47,534
+6,025
1162
$4.83M 0.01%
64,837
+61,552
1163
$4.81M 0.01%
49,001
+1,422
1164
$4.81M 0.01%
56,018
+2,531
1165
$4.8M 0.01%
4,016
+91
1166
$4.79M 0.01%
164,549
+34,021
1167
$4.79M 0.01%
246,161
-145
1168
$4.78M 0.01%
58,888
-3,578
1169
$4.78M 0.01%
66,913
+2,920
1170
$4.76M 0.01%
33,995
-47
1171
$4.76M 0.01%
27,270
+12,042
1172
$4.73M 0.01%
354,885
+29,200
1173
$4.72M 0.01%
179,046
+6,265
1174
$4.72M 0.01%
185,097
-2,814
1175
$4.71M 0.01%
51,012
-931
45 46
47
48 49