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
1176
$4.71M 0.01%
136,796
-2,578
1177
$4.71M 0.01%
57,839
+3,472
1178
$4.71M 0.01%
87,233
-3,782
1179
$4.71M 0.01%
48,079
-68,759
1180
$4.68M 0.01%
170,510
+5,842
1181
$4.67M 0.01%
164,298
+3,095
1182
$4.67M 0.01%
93,233
+10,860
1183
$4.66M 0.01%
97,636
-2,153
1184
$4.65M 0.01%
37,660
+2,304
1185
$4.62M 0.01%
149,895
+41,377
1186
$4.61M 0.01%
168,891
+5,823
1187
$4.61M 0.01%
90,011
-2,355
1188
$4.61M 0.01%
78,486
-3,663
1189
$4.61M 0.01%
412,427
+113,823
1190
$4.6M 0.01%
216,921
-7,931
1191
$4.6M 0.01%
31,187
-13,450
1192
$4.59M 0.01%
104,231
-36
1193
$4.58M 0.01%
56,597
-308
1194
$4.58M 0.01%
51,393
+189
1195
$4.58M 0.01%
49,392
+4,909
1196
$4.58M 0.01%
243,385
+47,686
1197
$4.57M 0.01%
47,840
-9,306
1198
$4.56M 0.01%
145,267
+31,225
1199
$4.55M 0.01%
82,783
-4,175
1200
$4.53M 0.01%
100,770
-579
46 47
48
49 50