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
2226
$913K ﹤0.01%
130,839
+5,937
2227
$913K ﹤0.01%
55,853
+12,566
2228
$913K ﹤0.01%
120,083
+302
2229
$912K ﹤0.01%
16,661
-616
2230
$910K ﹤0.01%
14,020
-604
2231
$910K ﹤0.01%
52,946
-78,898
2232
$908K ﹤0.01%
14,861
+39
2233
$908K ﹤0.01%
21,478
-974
2234
$904K ﹤0.01%
40,253
+3,447
2235
$898K ﹤0.01%
35,898
+13,880
2236
$897K ﹤0.01%
78,435
+13,229
2237
$897K ﹤0.01%
21,827
+8,461
2238
$896K ﹤0.01%
7,322
-333
2239
$896K ﹤0.01%
4,690
+97
2240
$894K ﹤0.01%
34,343
-6,525
2241
$892K ﹤0.01%
15,062
-5,461
2242
$887K ﹤0.01%
17,523
+559
2243
$887K ﹤0.01%
61,465
+29,690
2244
$887K ﹤0.01%
72,843
+11,928
2245
$886K ﹤0.01%
27,645
-113
2246
$884K ﹤0.01%
8,258
-81
2247
$883K ﹤0.01%
+27,801
2248
$883K ﹤0.01%
13,028
-45
2249
$881K ﹤0.01%
8,022
+204
2250
$878K ﹤0.01%
34,643
-249
88 89
90
91 92