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
1476
$2.9M ﹤0.01%
12,123
-12,512
1477
$2.9M ﹤0.01%
26,515
+13,813
1478
$2.9M ﹤0.01%
371,987
+8,940
1479
$2.9M ﹤0.01%
46,128
+8,360
1480
$2.89M ﹤0.01%
145,135
+12,456
1481
$2.88M ﹤0.01%
27,170
+1,356
1482
$2.88M ﹤0.01%
27,440
-10,019
1483
$2.85M ﹤0.01%
230,432
-609
1484
$2.84M ﹤0.01%
15,367
+12,398
1485
$2.84M ﹤0.01%
35,321
-17,359
1486
$2.84M ﹤0.01%
111,561
-1,894
1487
$2.83M ﹤0.01%
20,052
-114
1488
$2.83M ﹤0.01%
142,609
+26,203
1489
$2.83M ﹤0.01%
351,930
+122,924
1490
$2.82M ﹤0.01%
50,574
-66,004
1491
$2.82M ﹤0.01%
312,969
-58,549
1492
$2.82M ﹤0.01%
31,512
-16,265
1493
$2.81M ﹤0.01%
12,579
-47
1494
$2.8M ﹤0.01%
54,290
-782
1495
$2.8M ﹤0.01%
147,189
+34,764
1496
$2.8M ﹤0.01%
216,072
-78,143
1497
$2.79M ﹤0.01%
62,207
+10,997
1498
$2.79M ﹤0.01%
75,596
-1,454
1499
$2.78M ﹤0.01%
44,300
-18,825
1500
$2.78M ﹤0.01%
67,980
+8,565
58 59
60
61 62