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
1251
$4.16M ﹤0.01%
58,457
-800
1252
$4.15M ﹤0.01%
177,930
+1,789
1253
$4.15M ﹤0.01%
556,137
+6,350
1254
$4.15M ﹤0.01%
47,058
+5,207
1255
$4.13M ﹤0.01%
141,976
-415
1256
$4.11M ﹤0.01%
395,756
-31,747
1257
$4.1M ﹤0.01%
75,354
+37,563
1258
$4.1M ﹤0.01%
158,402
+22,890
1259
$4.09M ﹤0.01%
45,175
-7,058
1260
$4.07M ﹤0.01%
134,026
+13,410
1261
$4.06M ﹤0.01%
117,342
-29,963
1262
$4.06M ﹤0.01%
58,849
-20,585
1263
$4.03M ﹤0.01%
353,218
-16,918
1264
$4.03M ﹤0.01%
30,318
-1,028
1265
$4.03M ﹤0.01%
416,786
+76,709
1266
$4.01M ﹤0.01%
60,616
+3,964
1267
$4M ﹤0.01%
194,161
+25,500
1268
$3.97M ﹤0.01%
179,838
+12,497
1269
$3.95M ﹤0.01%
64,410
-1,382
1270
$3.94M ﹤0.01%
63,441
+31,369
1271
$3.94M ﹤0.01%
15,420
+846
1272
$3.94M ﹤0.01%
147,824
-99,625
1273
$3.93M ﹤0.01%
216,113
+46,525
1274
$3.92M ﹤0.01%
34,914
-9,558
1275
$3.92M ﹤0.01%
47,313
-4,042
49 50
51
52 53