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
1276
$3.91M ﹤0.01%
66,127
+895
1277
$3.91M ﹤0.01%
88,535
-34,155
1278
$3.89M ﹤0.01%
67,969
-1,467
1279
$3.89M ﹤0.01%
35,664
-1,230
1280
$3.88M ﹤0.01%
60,818
-28,591
1281
$3.87M ﹤0.01%
26,690
-11,435
1282
$3.86M ﹤0.01%
79,651
+572
1283
$3.85M ﹤0.01%
22,007
-23,627
1284
$3.85M ﹤0.01%
35,589
-1,734
1285
$3.85M ﹤0.01%
14,440
-595
1286
$3.85M ﹤0.01%
90,833
+4,881
1287
$3.84M ﹤0.01%
128,403
+17,492
1288
$3.84M ﹤0.01%
70,692
-2,429
1289
$3.83M ﹤0.01%
515,349
+52,075
1290
$3.83M ﹤0.01%
187,821
-11,188
1291
$3.81M ﹤0.01%
61,980
-9,938
1292
$3.8M ﹤0.01%
54,313
+1,490
1293
$3.79M ﹤0.01%
8,810
+1,881
1294
$3.78M ﹤0.01%
61,967
-3,427
1295
$3.78M ﹤0.01%
232,376
+16,863
1296
$3.77M ﹤0.01%
17,912
+5,333
1297
$3.76M ﹤0.01%
23,750
-4,033
1298
$3.75M ﹤0.01%
57,594
+609
1299
$3.75M ﹤0.01%
169,908
+3,880
1300
$3.74M ﹤0.01%
259,592
-69,108
50 51
52
53 54