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
1626
$2.3M ﹤0.01%
131,737
+41,200
1627
$2.3M ﹤0.01%
73,606
+7,020
1628
$2.29M ﹤0.01%
32,464
+1,772
1629
$2.29M ﹤0.01%
87,561
+34,694
1630
$2.29M ﹤0.01%
32,656
+10,936
1631
$2.29M ﹤0.01%
23,637
-3,995
1632
$2.29M ﹤0.01%
179,511
+30,680
1633
$2.28M ﹤0.01%
109,276
+34,728
1634
$2.28M ﹤0.01%
73,747
-122
1635
$2.28M ﹤0.01%
32,989
-2,114
1636
$2.28M ﹤0.01%
60,516
+1,570
1637
$2.28M ﹤0.01%
33,241
-227
1638
$2.27M ﹤0.01%
63,307
+2,264
1639
$2.27M ﹤0.01%
153,963
+12,691
1640
$2.26M ﹤0.01%
313,217
-19,710
1641
$2.26M ﹤0.01%
60,058
+851
1642
$2.26M ﹤0.01%
104,023
+4,079
1643
$2.26M ﹤0.01%
19,059
-230
1644
$2.25M ﹤0.01%
61,533
-21,192
1645
$2.25M ﹤0.01%
60,607
+1,885
1646
$2.25M ﹤0.01%
75,745
+44,132
1647
$2.25M ﹤0.01%
29,385
+1,167
1648
$2.24M ﹤0.01%
69,627
+2,435
1649
$2.24M ﹤0.01%
64,456
-1,002
1650
$2.24M ﹤0.01%
13,199
+2,231
64 65
66
67 68