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
1451
$3M ﹤0.01%
1,651
+14
1452
$3M ﹤0.01%
52,993
+11,714
1453
$2.99M ﹤0.01%
10,327
-73,373
1454
$2.99M ﹤0.01%
126,763
+10,740
1455
$2.98M ﹤0.01%
45,137
-726
1456
$2.98M ﹤0.01%
350,449
-4,941
1457
$2.98M ﹤0.01%
53,772
-964
1458
$2.98M ﹤0.01%
172,214
+31,917
1459
$2.98M ﹤0.01%
75,806
-1,380
1460
$2.98M ﹤0.01%
94,661
+13,965
1461
$2.97M ﹤0.01%
40,974
+1,896
1462
$2.97M ﹤0.01%
38,119
+3,923
1463
$2.96M ﹤0.01%
25,004
+569
1464
$2.96M ﹤0.01%
132,564
+439
1465
$2.96M ﹤0.01%
31,560
+308
1466
$2.95M ﹤0.01%
498,689
+181,170
1467
$2.95M ﹤0.01%
18,670
+9,437
1468
$2.95M ﹤0.01%
110,508
+1,756
1469
$2.94M ﹤0.01%
159,880
+13,983
1470
$2.93M ﹤0.01%
55,640
-1,042
1471
$2.92M ﹤0.01%
201,853
-7,136
1472
$2.92M ﹤0.01%
1,071,339
+70,060
1473
$2.91M ﹤0.01%
27,352
-1,053
1474
$2.91M ﹤0.01%
45,466
+6,029
1475
$2.91M ﹤0.01%
101,503
+36,309
57 58
59
60 61