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
1501
$2.76M ﹤0.01%
53,405
+4,678
1502
$2.76M ﹤0.01%
67,906
+9
1503
$2.76M ﹤0.01%
29,171
-4,070
1504
$2.76M ﹤0.01%
36,390
-1,200
1505
$2.76M ﹤0.01%
40,670
-2,064
1506
$2.75M ﹤0.01%
11,254
+2,508
1507
$2.75M ﹤0.01%
70,183
+18
1508
$2.75M ﹤0.01%
236,586
-32,139
1509
$2.74M ﹤0.01%
21,234
+332
1510
$2.74M ﹤0.01%
83,941
+825
1511
$2.73M ﹤0.01%
96,026
-1,698
1512
$2.72M ﹤0.01%
53,440
-731
1513
$2.72M ﹤0.01%
50,412
-9,020
1514
$2.72M ﹤0.01%
38,749
+1,394
1515
$2.72M ﹤0.01%
20,564
-1,513
1516
$2.72M ﹤0.01%
84,227
-3,135
1517
$2.71M ﹤0.01%
488,770
-33,339
1518
$2.71M ﹤0.01%
33,376
+9,380
1519
$2.71M ﹤0.01%
104,427
-59,553
1520
$2.71M ﹤0.01%
25,898
-2,107
1521
$2.71M ﹤0.01%
65,739
-1,966
1522
$2.7M ﹤0.01%
225,551
+1,633
1523
$2.7M ﹤0.01%
101,917
+21,158
1524
$2.69M ﹤0.01%
1,925
-204
1525
$2.69M ﹤0.01%
44,778
-1,836
59 60
61
62 63