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
1326
$3.63M ﹤0.01%
68,392
+44,511
1327
$3.62M ﹤0.01%
44,024
+124
1328
$3.62M ﹤0.01%
31,292
-7,766
1329
$3.62M ﹤0.01%
19,263
+161
1330
$3.61M ﹤0.01%
40,072
+10,988
1331
$3.61M ﹤0.01%
16,813
+1,364
1332
$3.61M ﹤0.01%
96,923
-29,588
1333
$3.6M ﹤0.01%
52,529
+6,714
1334
$3.6M ﹤0.01%
51,850
-11,431
1335
$3.6M ﹤0.01%
39,125
+1,419
1336
$3.59M ﹤0.01%
94,349
-17,927
1337
$3.59M ﹤0.01%
65,116
+865
1338
$3.58M ﹤0.01%
41,401
-10,573
1339
$3.58M ﹤0.01%
54,199
-662
1340
$3.58M ﹤0.01%
24,666
+556
1341
$3.57M ﹤0.01%
111,981
-587
1342
$3.56M ﹤0.01%
448,919
+3,598
1343
$3.56M ﹤0.01%
227,132
-6,341
1344
$3.56M ﹤0.01%
651,930
-129,814
1345
$3.55M ﹤0.01%
55,114
-3,044
1346
$3.55M ﹤0.01%
263,034
+8,681
1347
$3.55M ﹤0.01%
35,127
-3,600
1348
$3.55M ﹤0.01%
92,815
+2,165
1349
$3.53M ﹤0.01%
15,666
+2,116
1350
$3.52M ﹤0.01%
48,382
+4,164
52 53
54
55 56