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
1376
$3.34M ﹤0.01%
40,498
1377
$3.34M ﹤0.01%
79,136
-12,346
1378
$3.33M ﹤0.01%
81,602
+876
1379
$3.32M ﹤0.01%
128,382
+52,124
1380
$3.32M ﹤0.01%
68,402
+1,072
1381
$3.3M ﹤0.01%
46,483
-2,597
1382
$3.3M ﹤0.01%
50,384
+4,822
1383
$3.29M ﹤0.01%
7,662
+458
1384
$3.29M ﹤0.01%
66,343
-4,643
1385
$3.29M ﹤0.01%
131,184
-24,959
1386
$3.28M ﹤0.01%
47,310
+287
1387
$3.28M ﹤0.01%
52,195
-2,369
1388
$3.28M ﹤0.01%
65,963
+6,098
1389
$3.27M ﹤0.01%
169,196
+2,477
1390
$3.27M ﹤0.01%
121,701
+81
1391
$3.27M ﹤0.01%
234,113
-103,541
1392
$3.26M ﹤0.01%
50,268
+2,737
1393
$3.26M ﹤0.01%
26,650
+3,021
1394
$3.26M ﹤0.01%
68,564
+39,422
1395
$3.26M ﹤0.01%
290,226
-2,326
1396
$3.26M ﹤0.01%
175,849
-5,171
1397
$3.26M ﹤0.01%
85,849
+3,702
1398
$3.25M ﹤0.01%
67,485
+9,271
1399
$3.25M ﹤0.01%
143,290
+14,692
1400
$3.23M ﹤0.01%
56,028
+2,720
54 55
56
57 58