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
2201
$942K ﹤0.01%
21,400
2202
$941K ﹤0.01%
45,986
-7,577
2203
$940K ﹤0.01%
20,063
-282
2204
$939K ﹤0.01%
31,780
-5,151
2205
$937K ﹤0.01%
3,153
-912
2206
$937K ﹤0.01%
81,794
-191,184
2207
$935K ﹤0.01%
+21,039
2208
$933K ﹤0.01%
22,768
-44,279
2209
$933K ﹤0.01%
18,532
+622
2210
$930K ﹤0.01%
83,217
+218
2211
$930K ﹤0.01%
151,742
+7,742
2212
$929K ﹤0.01%
76,428
-5,925
2213
$927K ﹤0.01%
45,377
2214
$925K ﹤0.01%
8,933
-1,295
2215
$925K ﹤0.01%
14,060
-3,026
2216
$924K ﹤0.01%
16,069
-11,930
2217
$924K ﹤0.01%
58,093
-7,473
2218
$921K ﹤0.01%
186,846
+449
2219
$920K ﹤0.01%
20,053
-3,191
2220
$918K ﹤0.01%
10,090
+102
2221
$917K ﹤0.01%
65,429
-113,814
2222
$916K ﹤0.01%
48,650
+782
2223
$916K ﹤0.01%
57,115
+3,648
2224
$913K ﹤0.01%
30,386
+1,447
2225
$913K ﹤0.01%
+6,641
87 88
89
90 91