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
1526
$2.69M ﹤0.01%
88,978
+16,332
1527
$2.69M ﹤0.01%
68,392
-613
1528
$2.68M ﹤0.01%
26,052
+408
1529
$2.68M ﹤0.01%
111,969
+7,231
1530
$2.68M ﹤0.01%
57,359
+3,590
1531
$2.68M ﹤0.01%
37,372
+971
1532
$2.67M ﹤0.01%
118,868
+2,883
1533
$2.67M ﹤0.01%
59,145
+17,114
1534
$2.66M ﹤0.01%
14,071
-164
1535
$2.66M ﹤0.01%
55,057
+21,646
1536
$2.65M ﹤0.01%
47,090
-46,325
1537
$2.65M ﹤0.01%
53,338
-2,765
1538
$2.65M ﹤0.01%
56,540
-21,039
1539
$2.64M ﹤0.01%
1,132,884
+594,453
1540
$2.64M ﹤0.01%
67,495
+29,055
1541
$2.63M ﹤0.01%
432,556
+106,327
1542
$2.62M ﹤0.01%
31,024
-2,761
1543
$2.62M ﹤0.01%
50,814
+7,999
1544
$2.61M ﹤0.01%
12,415
-1,246
1545
$2.6M ﹤0.01%
24,108
+3,650
1546
$2.6M ﹤0.01%
17,108
-147
1547
$2.59M ﹤0.01%
203,617
-25,648
1548
$2.59M ﹤0.01%
65,157
+7,985
1549
$2.58M ﹤0.01%
14,315
+717
1550
$2.58M ﹤0.01%
51,044
+17,467
60 61
62
63 64