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
1301
$3.74M ﹤0.01%
228,319
+11,395
1302
$3.72M ﹤0.01%
82,454
-18,006
1303
$3.72M ﹤0.01%
218,705
-41,923
1304
$3.71M ﹤0.01%
78,052
+3,541
1305
$3.7M ﹤0.01%
99,078
+63,648
1306
$3.68M ﹤0.01%
67,066
+2,349
1307
$3.68M ﹤0.01%
20,328
+811
1308
$3.68M ﹤0.01%
45,580
-4,577
1309
$3.67M ﹤0.01%
68,679
-5,868
1310
$3.67M ﹤0.01%
12,834
-11,939
1311
$3.66M ﹤0.01%
66,563
+18,227
1312
$3.66M ﹤0.01%
81,623
-968
1313
$3.66M ﹤0.01%
239,663
+50,627
1314
$3.65M ﹤0.01%
75,348
-5,236
1315
$3.65M ﹤0.01%
49,777
-3,295
1316
$3.65M ﹤0.01%
94,251
+465
1317
$3.65M ﹤0.01%
69,180
-1,279
1318
$3.65M ﹤0.01%
205,477
+68,917
1319
$3.64M ﹤0.01%
366,604
+20,746
1320
$3.64M ﹤0.01%
124,483
+27,500
1321
$3.64M ﹤0.01%
21,184
+227
1322
$3.63M ﹤0.01%
242,750
+70,116
1323
$3.63M ﹤0.01%
158,514
+75,803
1324
$3.63M ﹤0.01%
58,597
-1,920
1325
$3.63M ﹤0.01%
32,267
+3,522
51 52
53
54 55