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
2151
$1.01M ﹤0.01%
26,779
+6,234
2152
$1.01M ﹤0.01%
86,214
+26,609
2153
$1.01M ﹤0.01%
73,827
+29,015
2154
$1.01M ﹤0.01%
15,626
+1,296
2155
$1.01M ﹤0.01%
151,736
+73,943
2156
$1.01M ﹤0.01%
46,752
+1,347
2157
$1.01M ﹤0.01%
13,690
-17,415
2158
$1.01M ﹤0.01%
195,843
+4,881
2159
$1.01M ﹤0.01%
12,309
+4,370
2160
$1M ﹤0.01%
10,099
-6,344
2161
$1M ﹤0.01%
22,842
2162
$1M ﹤0.01%
25,914
-287
2163
$997K ﹤0.01%
246,196
+130,554
2164
$997K ﹤0.01%
74,815
+107
2165
$997K ﹤0.01%
16,721
-552
2166
$996K ﹤0.01%
16,244
-13
2167
$993K ﹤0.01%
17,286
+2,983
2168
$993K ﹤0.01%
158,314
+7,684
2169
$987K ﹤0.01%
30,898
-20,331
2170
$987K ﹤0.01%
24,381
+3,330
2171
$986K ﹤0.01%
38,415
+5,765
2172
$986K ﹤0.01%
7,268
-390
2173
$984K ﹤0.01%
274,887
+97,275
2174
$984K ﹤0.01%
23,139
+977
2175
$983K ﹤0.01%
29,632
-5,411
85 86
87
88 89