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
1201
$4.53M 0.01%
246,519
+13,355
1202
$4.52M 0.01%
100,074
+7,148
1203
$4.52M 0.01%
43,798
+6,837
1204
$4.52M 0.01%
47,582
+16,697
1205
$4.52M 0.01%
32,363
-1,678
1206
$4.51M 0.01%
151,657
+1,536
1207
$4.51M 0.01%
37,689
+385
1208
$4.48M 0.01%
300,991
-29,051
1209
$4.47M 0.01%
85,306
-5,079
1210
$4.47M 0.01%
112,412
-18,481
1211
$4.46M 0.01%
289,379
-4,919
1212
$4.44M 0.01%
124,660
+47,751
1213
$4.43M 0.01%
60,140
+824
1214
$4.42M 0.01%
511,705
-335,131
1215
$4.42M 0.01%
71,065
+1,009
1216
$4.41M 0.01%
370,607
+177,656
1217
$4.4M 0.01%
32,177
-2,256
1218
$4.4M ﹤0.01%
92,606
+9,166
1219
$4.4M ﹤0.01%
174,927
-58,001
1220
$4.39M ﹤0.01%
57,511
+186
1221
$4.39M ﹤0.01%
27,216
+3,742
1222
$4.37M ﹤0.01%
77,246
+2,492
1223
$4.37M ﹤0.01%
14,624
-5,798
1224
$4.37M ﹤0.01%
131,431
-1,889
1225
$4.37M ﹤0.01%
34,209
-4,351
47 48
49
50 51