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
2351
$762K ﹤0.01%
34,381
+15,188
2352
$760K ﹤0.01%
71,849
-2,364
2353
$760K ﹤0.01%
23,788
-9,279
2354
$760K ﹤0.01%
137,352
+14,597
2355
$759K ﹤0.01%
18,027
+5,094
2356
$757K ﹤0.01%
+9,342
2357
$756K ﹤0.01%
34,600
+4,600
2358
$755K ﹤0.01%
22,786
-40,498
2359
$755K ﹤0.01%
26,584
-1,383
2360
$753K ﹤0.01%
+47,599
2361
$752K ﹤0.01%
22,361
+227
2362
$752K ﹤0.01%
13,659
-186
2363
$751K ﹤0.01%
51,635
2364
$748K ﹤0.01%
38,014
+967
2365
$745K ﹤0.01%
21,441
+3,297
2366
$745K ﹤0.01%
23,175
-14,199
2367
$741K ﹤0.01%
12,290
-282
2368
$741K ﹤0.01%
20,515
-332
2369
$741K ﹤0.01%
194,408
-10,792
2370
$740K ﹤0.01%
+14,710
2371
$738K ﹤0.01%
32,170
+603
2372
$738K ﹤0.01%
5,993
+466
2373
$737K ﹤0.01%
44,426
-3,141
2374
$736K ﹤0.01%
275,642
+157,817
2375
$736K ﹤0.01%
39,350
+21,200
93 94
95
96 97