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
176
$103M 0.12%
227,595
+5,491
177
$101M 0.11%
632,347
+17,636
178
$101M 0.11%
1,073,299
+91,780
179
$101M 0.11%
2,466,513
-226,149
180
$100M 0.11%
3,461,432
+24,472
181
$99.8M 0.11%
636,855
-253
182
$99.8M 0.11%
548,261
-77,935
183
$98.7M 0.11%
1,265,418
+138,707
184
$98.6M 0.11%
976,877
+22,739
185
$97.9M 0.11%
494,671
+41,937
186
$96.5M 0.11%
2,094,301
-137,669
187
$96M 0.11%
604,017
-178,799
188
$94.7M 0.11%
3,104,609
+99,359
189
$94.3M 0.11%
1,150,912
+40,268
190
$94.3M 0.11%
174,049
-13,320
191
$93.1M 0.1%
2,652,961
+1,959,252
192
$92.4M 0.1%
1,695,050
+92,470
193
$92.1M 0.1%
3,385,126
+106,196
194
$91.7M 0.1%
1,169,086
+38,055
195
$91.7M 0.1%
55,791
-2,106
196
$91.5M 0.1%
360,198
-18,636
197
$90.8M 0.1%
1,925,092
+161,916
198
$90.6M 0.1%
791,993
+22,380
199
$90.3M 0.1%
2,323,064
-515,459
200
$89.8M 0.1%
1,640,290
+72,701
6 7
8
9 10