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
1651
$2.24M ﹤0.01%
55,608
+24,290
1652
$2.23M ﹤0.01%
23,871
+17,308
1653
$2.23M ﹤0.01%
79,764
+171
1654
$2.23M ﹤0.01%
24,388
-921
1655
$2.23M ﹤0.01%
81,486
+15,206
1656
$2.22M ﹤0.01%
68,421
-8,818
1657
$2.22M ﹤0.01%
91,740
+19,883
1658
$2.21M ﹤0.01%
204,933
+12,658
1659
$2.21M ﹤0.01%
36,399
+21
1660
$2.21M ﹤0.01%
6,930
+1,444
1661
$2.2M ﹤0.01%
47,475
-1,020
1662
$2.2M ﹤0.01%
206,895
+11,724
1663
$2.2M ﹤0.01%
24,079
+338
1664
$2.19M ﹤0.01%
51,926
-58,187
1665
$2.19M ﹤0.01%
12,866
-1,283
1666
$2.18M ﹤0.01%
14,635
+277
1667
$2.17M ﹤0.01%
177,142
+4,547
1668
$2.17M ﹤0.01%
44,255
+3,001
1669
$2.17M ﹤0.01%
34,981
+407
1670
$2.16M ﹤0.01%
719,163
+37,821
1671
$2.16M ﹤0.01%
332,626
-2,913
1672
$2.16M ﹤0.01%
43,228
+12,123
1673
$2.16M ﹤0.01%
97,028
-3,789
1674
$2.15M ﹤0.01%
12,866
-165
1675
$2.15M ﹤0.01%
81,708
-696
65 66
67
68 69