Stifel Financial

Stifel Financial Portfolio holdings

AUM $111B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
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
1551
$2.58M ﹤0.01%
99,074
-15,920
1552
$2.57M ﹤0.01%
143,781
+5,889
1553
$2.56M ﹤0.01%
56,084
+5,242
1554
$2.56M ﹤0.01%
160,243
+24,722
1555
$2.56M ﹤0.01%
30,573
-818
1556
$2.55M ﹤0.01%
41,501
-4,540
1557
$2.55M ﹤0.01%
17,915
+4,451
1558
$2.55M ﹤0.01%
76,180
-96
1559
$2.55M ﹤0.01%
25,675
-370
1560
$2.54M ﹤0.01%
93,553
-973
1561
$2.52M ﹤0.01%
87,559
+72,140
1562
$2.52M ﹤0.01%
138,341
+19,716
1563
$2.52M ﹤0.01%
50,125
-2,311
1564
$2.51M ﹤0.01%
314,109
+3,759
1565
$2.51M ﹤0.01%
19,451
-11,430
1566
$2.51M ﹤0.01%
409,031
+68,676
1567
$2.51M ﹤0.01%
30,640
+1,875
1568
$2.5M ﹤0.01%
95,493
+6,178
1569
$2.5M ﹤0.01%
105,203
-2,110
1570
$2.5M ﹤0.01%
18,167
-951
1571
$2.49M ﹤0.01%
88,800
-37,896
1572
$2.49M ﹤0.01%
109,450
+8,455
1573
$2.49M ﹤0.01%
54,047
+14,507
1574
$2.48M ﹤0.01%
158,539
+5,951
1575
$2.48M ﹤0.01%
11,909
-669
61 62
63
64 65