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
2426
$670K ﹤0.01%
23,357
+4,425
2427
$670K ﹤0.01%
17,238
+24
2428
$670K ﹤0.01%
39,383
-37,617
2429
$669K ﹤0.01%
22,025
-44,653
2430
$668K ﹤0.01%
13,267
-803
2431
$665K ﹤0.01%
+21,493
2432
$664K ﹤0.01%
29,005
-1,663
2433
$664K ﹤0.01%
42,249
-12,952
2434
$663K ﹤0.01%
15,792
-5,406
2435
$661K ﹤0.01%
57,452
+65
2436
$660K ﹤0.01%
14,818
-1,079
2437
$659K ﹤0.01%
19,453
-190
2438
$659K ﹤0.01%
21,909
-8,628
2439
$658K ﹤0.01%
22,240
-927
2440
$655K ﹤0.01%
13,598
+4
2441
$653K ﹤0.01%
73,767
-12,072
2442
$653K ﹤0.01%
16,100
2443
$652K ﹤0.01%
31,289
-1,166
2444
$651K ﹤0.01%
58,117
-5,311
2445
$651K ﹤0.01%
95,686
+9,707
2446
$649K ﹤0.01%
5,216
+328
2447
$649K ﹤0.01%
25,842
-116,397
2448
$647K ﹤0.01%
21,185
-1,322
2449
$646K ﹤0.01%
23,094
+91
2450
$646K ﹤0.01%
28,178
+14,313
96 97
98
99 100