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
1226
$4.36M ﹤0.01%
258,752
-12,497
1227
$4.35M ﹤0.01%
39,880
+236
1228
$4.35M ﹤0.01%
197,208
-6,686
1229
$4.34M ﹤0.01%
58,584
-1,259
1230
$4.34M ﹤0.01%
128,779
+13,376
1231
$4.33M ﹤0.01%
219,056
+82,739
1232
$4.33M ﹤0.01%
49,509
+18,229
1233
$4.33M ﹤0.01%
34,483
-1,906
1234
$4.3M ﹤0.01%
80,455
-39,034
1235
$4.3M ﹤0.01%
207,737
-27,665
1236
$4.29M ﹤0.01%
98,662
+38,542
1237
$4.29M ﹤0.01%
347,193
+8,365
1238
$4.25M ﹤0.01%
43,312
+2,840
1239
$4.25M ﹤0.01%
36,598
+5,206
1240
$4.24M ﹤0.01%
52,869
+14,335
1241
$4.23M ﹤0.01%
174,781
-13,544
1242
$4.22M ﹤0.01%
200,732
+89,588
1243
$4.22M ﹤0.01%
89,431
-4,464
1244
$4.22M ﹤0.01%
17,076
+946
1245
$4.22M ﹤0.01%
39,484
+746
1246
$4.21M ﹤0.01%
110,315
+60,629
1247
$4.2M ﹤0.01%
92,922
+40,619
1248
$4.19M ﹤0.01%
40,348
+130
1249
$4.19M ﹤0.01%
170,613
+13,676
1250
$4.18M ﹤0.01%
80,975
+3,831
48 49
50
51 52