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
1576
$2.48M ﹤0.01%
69,516
+12,051
1577
$2.48M ﹤0.01%
7,842
-1,766
1578
$2.47M ﹤0.01%
115,752
+10,728
1579
$2.47M ﹤0.01%
40,823
+37,613
1580
$2.47M ﹤0.01%
33,200
-3,979
1581
$2.46M ﹤0.01%
19,526
-9,445
1582
$2.46M ﹤0.01%
56,933
-3,201
1583
$2.46M ﹤0.01%
34,542
+1,040
1584
$2.45M ﹤0.01%
70,835
+19,445
1585
$2.45M ﹤0.01%
33,387
+3,931
1586
$2.45M ﹤0.01%
17,173
-326
1587
$2.45M ﹤0.01%
25,715
-25,136
1588
$2.44M ﹤0.01%
51,496
+863
1589
$2.44M ﹤0.01%
52,333
-4,470
1590
$2.43M ﹤0.01%
525,255
-18,357
1591
$2.43M ﹤0.01%
60,987
+23,566
1592
$2.43M ﹤0.01%
21,711
-102
1593
$2.42M ﹤0.01%
110,487
+93,151
1594
$2.42M ﹤0.01%
89,954
+12,800
1595
$2.42M ﹤0.01%
46,598
+18,224
1596
$2.42M ﹤0.01%
211,132
+35,854
1597
$2.42M ﹤0.01%
54,203
+834
1598
$2.41M ﹤0.01%
151,747
+51,739
1599
$2.4M ﹤0.01%
117,879
-6,750
1600
$2.4M ﹤0.01%
35,827
+23,340
62 63
64
65 66