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
201
$88.8M 0.1%
748,759
+17,725
202
$88.7M 0.1%
379,559
-24,842
203
$88.7M 0.1%
386,253
-1,088
204
$87.4M 0.1%
526,317
+9,077
205
$87.1M 0.1%
5,367,540
-389,147
206
$86.2M 0.1%
1,456,681
+69,069
207
$84.3M 0.09%
1,206,368
+121,599
208
$84.3M 0.09%
111,334
+13,506
209
$83.2M 0.09%
642,105
-4,825
210
$82.4M 0.09%
529,957
-9,421
211
$82M 0.09%
134
+1
212
$81.7M 0.09%
503,815
+6,719
213
$81.3M 0.09%
540,659
+579
214
$81.1M 0.09%
1,045,828
+200,926
215
$80.9M 0.09%
278,920
-1,942
216
$80M 0.09%
378,127
-30,514
217
$79.6M 0.09%
1,936,098
+112,685
218
$79.4M 0.09%
942,547
-11,884
219
$79.4M 0.09%
1,840,749
-6,349
220
$79.1M 0.09%
375,263
+22,672
221
$78.6M 0.09%
1,355,241
+50,393
222
$78.4M 0.09%
993,308
+20,356
223
$78M 0.09%
348,945
-83,146
224
$78M 0.09%
413,438
+374,191
225
$77.9M 0.09%
1,328,009
+346,318
7 8
9
10 11