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
1676
$2.15M ﹤0.01%
44,754
+4,577
1677
$2.14M ﹤0.01%
107,585
-2,561
1678
$2.14M ﹤0.01%
84,790
+2,965
1679
$2.13M ﹤0.01%
21,270
-2,485
1680
$2.13M ﹤0.01%
12,820
-3,000
1681
$2.12M ﹤0.01%
105,085
-3,780
1682
$2.12M ﹤0.01%
82,046
-31,535
1683
$2.12M ﹤0.01%
453,220
+219,517
1684
$2.11M ﹤0.01%
342,591
+146,832
1685
$2.11M ﹤0.01%
42,232
-1,036
1686
$2.11M ﹤0.01%
198,103
-28,764
1687
$2.11M ﹤0.01%
31,914
-2,011
1688
$2.11M ﹤0.01%
151,535
-2,047
1689
$2.1M ﹤0.01%
9,787
+1,693
1690
$2.1M ﹤0.01%
54,504
-1,052
1691
$2.1M ﹤0.01%
+132,637
1692
$2.1M ﹤0.01%
245,916
+87,063
1693
$2.1M ﹤0.01%
33,134
+6,435
1694
$2.1M ﹤0.01%
28,037
+3,838
1695
$2.09M ﹤0.01%
59,899
+442
1696
$2.07M ﹤0.01%
71,741
+2,263
1697
$2.07M ﹤0.01%
272,312
+91,437
1698
$2.07M ﹤0.01%
84,985
+1,985
1699
$2.07M ﹤0.01%
50,667
-27,428
1700
$2.07M ﹤0.01%
+747,236
66 67
68
69 70