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
2451
$645K ﹤0.01%
5,308
+2,952
2452
$645K ﹤0.01%
49,115
+8,546
2453
$645K ﹤0.01%
59,709
-12,219
2454
$643K ﹤0.01%
57,661
-5,068
2455
$643K ﹤0.01%
+8,830
2456
$642K ﹤0.01%
12,528
-31
2457
$642K ﹤0.01%
+10,668
2458
$640K ﹤0.01%
48,870
+1,335
2459
$635K ﹤0.01%
+2,407
2460
$635K ﹤0.01%
8,534
-4,287
2461
$634K ﹤0.01%
69,561
-2,025
2462
$634K ﹤0.01%
28,513
-6,611
2463
$633K ﹤0.01%
5,862
+2,814
2464
$632K ﹤0.01%
31,657
+32
2465
$632K ﹤0.01%
12,262
+7,608
2466
$632K ﹤0.01%
55,952
-10,385
2467
$630K ﹤0.01%
6,886
+36
2468
$629K ﹤0.01%
8,542
+1,418
2469
$629K ﹤0.01%
11,595
-77
2470
$628K ﹤0.01%
19,382
+2,950
2471
$628K ﹤0.01%
72,620
+4,219
2472
$628K ﹤0.01%
13,483
+104
2473
$628K ﹤0.01%
32,516
+1,186
2474
$628K ﹤0.01%
38,594
-18,125
2475
$627K ﹤0.01%
11,118
-3,728
97 98
99
100 101