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
2276
$847K ﹤0.01%
10,902
-779
2277
$846K ﹤0.01%
17,483
-2,798
2278
$845K ﹤0.01%
39,868
-1,082
2279
$845K ﹤0.01%
331,234
-5,339
2280
$844K ﹤0.01%
27,073
-228,236
2281
$842K ﹤0.01%
15,681
-1,397
2282
$842K ﹤0.01%
44,783
-20,559
2283
$841K ﹤0.01%
33,982
-20,826
2284
$841K ﹤0.01%
10,348
-221
2285
$841K ﹤0.01%
43,279
+5,529
2286
$841K ﹤0.01%
29,416
-2,036
2287
$840K ﹤0.01%
42,321
+2,152
2288
$839K ﹤0.01%
17,846
-793
2289
$837K ﹤0.01%
70,416
+8,648
2290
$835K ﹤0.01%
82,877
-7,985
2291
$834K ﹤0.01%
+39,676
2292
$834K ﹤0.01%
14,576
+30
2293
$834K ﹤0.01%
19,237
+181
2294
$833K ﹤0.01%
61,789
+5,113
2295
$832K ﹤0.01%
62,903
+1,904
2296
$832K ﹤0.01%
+2,968
2297
$831K ﹤0.01%
32,642
-7,150
2298
$830K ﹤0.01%
16,697
+701
2299
$829K ﹤0.01%
41,494
+6,979
2300
$829K ﹤0.01%
71,804
-3,701
90 91
92
93 94