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
2326
$786K ﹤0.01%
9,825
-11
2327
$784K ﹤0.01%
146,513
+1,499
2328
$783K ﹤0.01%
34,686
-510
2329
$783K ﹤0.01%
8,286
+735
2330
$782K ﹤0.01%
23,212
+16,197
2331
$780K ﹤0.01%
18,037
+7,621
2332
$779K ﹤0.01%
31,277
-7,718
2333
$778K ﹤0.01%
18,782
-222
2334
$778K ﹤0.01%
12,190
-1,774
2335
$777K ﹤0.01%
3,786
+805
2336
$775K ﹤0.01%
17,060
+77
2337
$775K ﹤0.01%
68,407
-31,339
2338
$774K ﹤0.01%
15,965
-1,222
2339
$773K ﹤0.01%
41,182
+1,209
2340
$772K ﹤0.01%
20,225
-927
2341
$771K ﹤0.01%
24,012
+1,127
2342
$769K ﹤0.01%
13,521
+344
2343
$769K ﹤0.01%
16,078
-480
2344
$768K ﹤0.01%
73,063
+19,694
2345
$766K ﹤0.01%
39,021
-10,639
2346
$766K ﹤0.01%
507,340
-174,578
2347
$765K ﹤0.01%
24,989
-21,938
2348
$763K ﹤0.01%
30,811
+340
2349
$762K ﹤0.01%
26,932
+19,801
2350
$762K ﹤0.01%
9,871
+1,088
92 93
94
95 96