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
1601
$2.4M ﹤0.01%
118,692
+4,471
1602
$2.39M ﹤0.01%
70,288
+3,774
1603
$2.39M ﹤0.01%
48,875
-1,544
1604
$2.38M ﹤0.01%
140,042
+38,868
1605
$2.38M ﹤0.01%
80,256
+927
1606
$2.37M ﹤0.01%
58,400
+1,131
1607
$2.37M ﹤0.01%
86,435
+826
1608
$2.37M ﹤0.01%
117,547
+51,034
1609
$2.36M ﹤0.01%
25,334
+136
1610
$2.36M ﹤0.01%
135,729
-4,380
1611
$2.36M ﹤0.01%
101,433
+45,444
1612
$2.35M ﹤0.01%
47,259
-11,764
1613
$2.35M ﹤0.01%
298,609
+7,223
1614
$2.35M ﹤0.01%
161,778
+19,463
1615
$2.35M ﹤0.01%
102,166
+27,461
1616
$2.35M ﹤0.01%
89,967
+71,189
1617
$2.34M ﹤0.01%
24,788
+2,891
1618
$2.34M ﹤0.01%
59,542
-299
1619
$2.33M ﹤0.01%
46,895
+30,137
1620
$2.33M ﹤0.01%
13,814
-37
1621
$2.32M ﹤0.01%
52,022
+33,065
1622
$2.32M ﹤0.01%
48,299
-299
1623
$2.32M ﹤0.01%
56,232
-808
1624
$2.31M ﹤0.01%
36,922
+5,983
1625
$2.31M ﹤0.01%
41,780
+514
63 64
65
66 67