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
101
$195M 0.22%
852,508
+24,661
102
$193M 0.22%
1,904,170
+90,086
103
$190M 0.21%
3,241,684
+38,910
104
$189M 0.21%
2,245,314
-16,667
105
$187M 0.21%
3,499,423
+222,376
106
$187M 0.21%
826,658
-3,862
107
$186M 0.21%
789,225
+5,853
108
$185M 0.21%
1,787,360
+38,582
109
$183M 0.21%
1,002,708
-2,129
110
$182M 0.21%
7,479,264
+280,660
111
$180M 0.2%
673,886
+131,022
112
$180M 0.2%
1,555,018
-84,812
113
$179M 0.2%
2,469,086
+168,127
114
$177M 0.2%
1,765,906
-83,546
115
$176M 0.2%
4,427,986
+3,453
116
$176M 0.2%
688,373
-83,597
117
$173M 0.19%
3,368,385
+795,362
118
$172M 0.19%
935,241
+73,452
119
$169M 0.19%
380,506
+6,981
120
$164M 0.19%
3,681,734
-151,086
121
$163M 0.18%
3,251,298
+103,519
122
$163M 0.18%
2,742,867
-142,696
123
$162M 0.18%
1,408,077
+3,719
124
$161M 0.18%
429,723
+7,961
125
$156M 0.18%
1,463,975
+6,369
3 4
5
6 7