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
2376
$735K ﹤0.01%
9,088
-184
2377
$735K ﹤0.01%
10,130
-337
2378
$733K ﹤0.01%
54,641
-183
2379
$731K ﹤0.01%
6,957
-179
2380
$728K ﹤0.01%
32,611
+12,608
2381
$727K ﹤0.01%
61,359
-3,377
2382
$727K ﹤0.01%
53,066
-6,623
2383
$727K ﹤0.01%
12,676
-882
2384
$723K ﹤0.01%
47,747
+449
2385
$721K ﹤0.01%
37,047
+7,170
2386
$721K ﹤0.01%
48,656
+4,143
2387
$718K ﹤0.01%
112,745
+61,163
2388
$717K ﹤0.01%
108,481
-57,978
2389
$715K ﹤0.01%
8,808
-257
2390
$715K ﹤0.01%
21,738
-3,837
2391
$714K ﹤0.01%
13,260
+386
2392
$711K ﹤0.01%
13,172
-2,059
2393
$709K ﹤0.01%
29,995
+67
2394
$709K ﹤0.01%
28,525
+94
2395
$707K ﹤0.01%
34,064
+19,792
2396
$706K ﹤0.01%
13,228
-51
2397
$705K ﹤0.01%
12,314
-15,169
2398
$705K ﹤0.01%
32,512
+1,563
2399
$701K ﹤0.01%
62,667
+20,192
2400
$701K ﹤0.01%
12,325
+67
94 95
96
97 98