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
2251
$875K ﹤0.01%
13,213
-335
2252
$874K ﹤0.01%
43,433
-2,276
2253
$873K ﹤0.01%
86,600
+50,437
2254
$872K ﹤0.01%
48,730
-328
2255
$870K ﹤0.01%
125,936
+102,128
2256
$869K ﹤0.01%
10,140
-666
2257
$867K ﹤0.01%
14,378
+6,775
2258
$864K ﹤0.01%
97,417
+61,141
2259
$864K ﹤0.01%
278,652
+140,137
2260
$861K ﹤0.01%
+42,183
2261
$861K ﹤0.01%
13,289
-508
2262
$861K ﹤0.01%
22,083
-92
2263
$860K ﹤0.01%
18,177
-433
2264
$858K ﹤0.01%
46,442
+2,708
2265
$855K ﹤0.01%
+24,869
2266
$855K ﹤0.01%
198,380
-5,804
2267
$854K ﹤0.01%
53,587
-31,698
2268
$853K ﹤0.01%
47,897
+31,898
2269
$853K ﹤0.01%
15,804
-998
2270
$852K ﹤0.01%
64,716
-204
2271
$852K ﹤0.01%
50,295
-11,050
2272
$849K ﹤0.01%
18,107
-190
2273
$848K ﹤0.01%
27,700
-8,173
2274
$848K ﹤0.01%
168,188
+8,947
2275
$847K ﹤0.01%
21,561
+789
89 90
91
92 93