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
2401
$701K ﹤0.01%
43,108
+4,863
2402
$700K ﹤0.01%
32,072
+16,237
2403
$700K ﹤0.01%
29,036
+486
2404
$700K ﹤0.01%
9,430
-12,855
2405
$700K ﹤0.01%
46,897
+2,942
2406
$700K ﹤0.01%
+19,882
2407
$699K ﹤0.01%
29,554
-14,744
2408
$697K ﹤0.01%
9,230
+131
2409
$693K ﹤0.01%
64,510
+29,392
2410
$693K ﹤0.01%
76,677
-1,800
2411
$692K ﹤0.01%
40,503
-5,240
2412
$692K ﹤0.01%
132,267
-7,864
2413
$692K ﹤0.01%
34,340
-4,049
2414
$691K ﹤0.01%
50,530
-460
2415
$689K ﹤0.01%
10,530
-27,785
2416
$687K ﹤0.01%
147,500
-800
2417
$686K ﹤0.01%
15,819
-9,115
2418
$685K ﹤0.01%
4,383
-147
2419
$683K ﹤0.01%
36,704
+484
2420
$683K ﹤0.01%
14,522
+7,659
2421
$682K ﹤0.01%
12,551
+199
2422
$675K ﹤0.01%
20,118
-62
2423
$673K ﹤0.01%
43,993
+15,324
2424
$672K ﹤0.01%
59,453
-172
2425
$671K ﹤0.01%
9,051
+4,937
95 96
97
98 99