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
2126
$1.06M ﹤0.01%
134,975
-696
2127
$1.06M ﹤0.01%
60,976
+3,438
2128
$1.06M ﹤0.01%
29,640
+1,242
2129
$1.06M ﹤0.01%
23,274
+241
2130
$1.05M ﹤0.01%
44,881
-22,815
2131
$1.05M ﹤0.01%
32,057
+4,846
2132
$1.05M ﹤0.01%
9,834
+742
2133
$1.05M ﹤0.01%
72,305
+10,162
2134
$1.05M ﹤0.01%
47,256
-14,938
2135
$1.04M ﹤0.01%
8,695
-291
2136
$1.04M ﹤0.01%
67,550
-6,726
2137
$1.04M ﹤0.01%
41,622
-2,799
2138
$1.04M ﹤0.01%
88,857
-5,866
2139
$1.04M ﹤0.01%
5,691
-273
2140
$1.03M ﹤0.01%
397,482
+7,600
2141
$1.03M ﹤0.01%
39,430
-4,057
2142
$1.03M ﹤0.01%
29,424
+4,254
2143
$1.03M ﹤0.01%
96,353
-546
2144
$1.02M ﹤0.01%
16,126
+1,758
2145
$1.02M ﹤0.01%
27,193
+6,736
2146
$1.02M ﹤0.01%
+33,141
2147
$1.02M ﹤0.01%
28,198
+300
2148
$1.02M ﹤0.01%
5,067
-835
2149
$1.02M ﹤0.01%
+25,302
2150
$1.02M ﹤0.01%
19,968
-14,063
84 85
86
87 88