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
2301
$827K ﹤0.01%
17,805
-5,296
2302
$826K ﹤0.01%
33,061
+2,003
2303
$824K ﹤0.01%
15,735
+5,309
2304
$823K ﹤0.01%
21,293
-455
2305
$822K ﹤0.01%
29,468
+726
2306
$822K ﹤0.01%
8,638
+3,423
2307
$821K ﹤0.01%
4,092
+1,460
2308
$819K ﹤0.01%
22,155
+100
2309
$817K ﹤0.01%
108,875
+64,466
2310
$816K ﹤0.01%
40,926
-528
2311
$815K ﹤0.01%
43,415
+24,027
2312
$813K ﹤0.01%
21,638
-357
2313
$812K ﹤0.01%
10,861
-898
2314
$812K ﹤0.01%
8,538
-463
2315
$810K ﹤0.01%
36,331
+1,219
2316
$806K ﹤0.01%
30,484
-6,217
2317
$804K ﹤0.01%
40,502
-3,432
2318
$804K ﹤0.01%
35,680
-11,190
2319
$801K ﹤0.01%
12,732
-1,308
2320
$794K ﹤0.01%
6,842
+183
2321
$791K ﹤0.01%
44,993
-18,097
2322
$791K ﹤0.01%
44,285
+6,956
2323
$791K ﹤0.01%
35,312
+9,385
2324
$790K ﹤0.01%
5,699
-65
2325
$787K ﹤0.01%
14,561
-3,178
91 92
93
94 95