Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
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
1
$3.19B 3.59%
7,145,811
-87,929
2
$2.46B 2.77%
11,672,054
+364,829
3
$2.26B 2.54%
18,304,408
-897,322
4
$1.58B 1.78%
8,170,026
+147,091
5
$1.17B 1.32%
6,432,730
-125,882
6
$994M 1.12%
3,787,652
+2,018
7
$876M 0.99%
5,314,011
+57,823
8
$871M 0.98%
2,529,964
+6,573
9
$869M 0.98%
12,830,308
+29,461
10
$867M 0.98%
7,006,095
-31,994
11
$865M 0.97%
1,698,517
-23,540
12
$855M 0.96%
4,224,978
-79,358
13
$837M 0.94%
1,537,071
-5,772
14
$818M 0.92%
5,094,410
-66,090
15
$727M 0.82%
4,409,093
+34,497
16
$720M 0.81%
1,640,704
-11,324
17
$718M 0.81%
1,435,402
+19,886
18
$690M 0.78%
7,452,843
+166,138
19
$683M 0.77%
9,399,038
+127,865
20
$661M 0.74%
730,203
+2,218
21
$650M 0.73%
4,444,254
+63,692
22
$649M 0.73%
763,346
-21,309
23
$647M 0.73%
3,527,895
-15,549
24
$593M 0.67%
1,175,554
+20,655
25
$574M 0.65%
1,229,623
+7,451
1
2 3 4 5