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
1401
$3.23M ﹤0.01%
11,773
-30
1402
$3.23M ﹤0.01%
18,756
-678
1403
$3.22M ﹤0.01%
364,155
-6,224
1404
$3.22M ﹤0.01%
6,859
-30
1405
$3.21M ﹤0.01%
44,033
-7,483
1406
$3.21M ﹤0.01%
131,337
+42,771
1407
$3.21M ﹤0.01%
589,646
+99,929
1408
$3.2M ﹤0.01%
30,144
+1,558
1409
$3.19M ﹤0.01%
68,401
+1,671
1410
$3.19M ﹤0.01%
23,664
-3,551
1411
$3.19M ﹤0.01%
182,620
-757
1412
$3.19M ﹤0.01%
38,099
+982
1413
$3.18M ﹤0.01%
114,543
+10,653
1414
$3.18M ﹤0.01%
316,648
-16,778
1415
$3.17M ﹤0.01%
57,124
+16,501
1416
$3.16M ﹤0.01%
248,859
-161,536
1417
$3.15M ﹤0.01%
176,618
+16,702
1418
$3.15M ﹤0.01%
18,330
-3,412
1419
$3.14M ﹤0.01%
66,361
+920
1420
$3.14M ﹤0.01%
105,703
1421
$3.13M ﹤0.01%
8,137
-1,433
1422
$3.13M ﹤0.01%
80,309
+13,681
1423
$3.13M ﹤0.01%
35,735
+1,785
1424
$3.13M ﹤0.01%
124,986
+32,835
1425
$3.12M ﹤0.01%
130,652
+4,195
55 56
57
58 59