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
1351
$3.52M ﹤0.01%
69,977
-3,922
1352
$3.51M ﹤0.01%
29,347
-6,099
1353
$3.5M ﹤0.01%
42,830
+32,721
1354
$3.5M ﹤0.01%
80,063
-53,573
1355
$3.5M ﹤0.01%
34,016
+610
1356
$3.48M ﹤0.01%
30,381
+8,936
1357
$3.47M ﹤0.01%
46,821
+1,116
1358
$3.47M ﹤0.01%
63,981
+1,332
1359
$3.47M ﹤0.01%
79,581
+896
1360
$3.46M ﹤0.01%
358,937
+19,172
1361
$3.46M ﹤0.01%
59,949
-63,745
1362
$3.45M ﹤0.01%
57,580
1363
$3.45M ﹤0.01%
22,826
+600
1364
$3.44M ﹤0.01%
36,457
+2,588
1365
$3.44M ﹤0.01%
186,706
-10,626
1366
$3.44M ﹤0.01%
179,159
-1,853
1367
$3.44M ﹤0.01%
60,906
+1,253
1368
$3.43M ﹤0.01%
119,349
-2,278
1369
$3.43M ﹤0.01%
82,493
+9,884
1370
$3.42M ﹤0.01%
47,184
+78
1371
$3.39M ﹤0.01%
27,333
+8,511
1372
$3.36M ﹤0.01%
58,549
+9,092
1373
$3.36M ﹤0.01%
1,226,192
+89,898
1374
$3.35M ﹤0.01%
65,375
+749
1375
$3.35M ﹤0.01%
38,227
-1,131
53 54
55
56 57