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
1426
$3.12M ﹤0.01%
80,061
+2,646
1427
$3.11M ﹤0.01%
50,125
+1,009
1428
$3.11M ﹤0.01%
338,407
+3,623
1429
$3.1M ﹤0.01%
37,896
-6,687
1430
$3.09M ﹤0.01%
181,848
-4,901
1431
$3.09M ﹤0.01%
317,287
+29,157
1432
$3.09M ﹤0.01%
155,242
-34,661
1433
$3.09M ﹤0.01%
137,460
+2,587
1434
$3.08M ﹤0.01%
120,029
+3,237
1435
$3.07M ﹤0.01%
86,362
+551
1436
$3.07M ﹤0.01%
99,204
-2,654
1437
$3.07M ﹤0.01%
184,610
+15,909
1438
$3.07M ﹤0.01%
120,821
+6,041
1439
$3.07M ﹤0.01%
23,279
+622
1440
$3.05M ﹤0.01%
66,000
1441
$3.04M ﹤0.01%
41,716
-2,172
1442
$3.04M ﹤0.01%
40,212
+182
1443
$3.03M ﹤0.01%
272,549
-700
1444
$3.03M ﹤0.01%
182,515
-23,885
1445
$3.03M ﹤0.01%
76,248
+12,041
1446
$3.03M ﹤0.01%
57,324
-649
1447
$3.03M ﹤0.01%
11,544
+1,303
1448
$3.02M ﹤0.01%
68,700
-1,218
1449
$3.01M ﹤0.01%
81,086
+4,360
1450
$3.01M ﹤0.01%
20,772
+18,336
56 57
58
59 60