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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
+$81.2M
2
+$72.1M
3
+$69.7M
4
XOM icon
Exxon Mobil
XOM
+$68.6M
5
AAPL icon
Apple
AAPL
+$68M

Top Sells

1
+$117M
2
+$90.7M
3
+$71.6M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$59.1M
5
UL icon
Unilever
UL
+$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
3426
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-55,492
3427
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-5,781
3428
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-12,135
3429
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-69,458
3430
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-19,510
3431
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-46,692
3432
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-2,034
3433
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3434
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-32,398
3435
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3436
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3437
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-904
3438
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3439
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-2,646
3440
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3441
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-6,679
3442
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3443
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3444
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3445
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3446
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3447
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3448
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3449
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-7,148
3450
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-37,728
136 137
138
139 140