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
151
$125M 0.14%
1,061,773
+22,186
152
$125M 0.14%
1,168,773
+6,542
153
$125M 0.14%
1,824,654
+3,809
154
$123M 0.14%
950,660
+14,914
155
$122M 0.14%
242,150
+7,598
156
$122M 0.14%
879,929
-44,727
157
$121M 0.14%
697,913
-176,133
158
$121M 0.14%
1,214,785
-199,971
159
$120M 0.14%
1,766,932
-51,795
160
$119M 0.13%
586,194
+3,049
161
$119M 0.13%
814,100
-38,594
162
$118M 0.13%
2,600,174
+93,728
163
$117M 0.13%
2,213,307
+71,085
164
$117M 0.13%
2,031,559
+9,705
165
$116M 0.13%
938,776
+1,739
166
$112M 0.13%
1,141,476
-41,849
167
$111M 0.13%
1,219,765
-27,038
168
$111M 0.12%
944,438
-27,286
169
$111M 0.12%
1,952,262
+50,724
170
$108M 0.12%
360,977
+807
171
$107M 0.12%
2,757,768
+60,915
172
$107M 0.12%
3,009,928
-37,957
173
$106M 0.12%
4,671,278
+10,554
174
$106M 0.12%
522,544
+34,619
175
$104M 0.12%
399,397
-1,796
5 6
7
8 9