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
1701
$2.07M ﹤0.01%
10,237
+831
1702
$2.06M ﹤0.01%
53,321
+9,687
1703
$2.06M ﹤0.01%
61,773
+11,619
1704
$2.06M ﹤0.01%
31,311
+9,062
1705
$2.05M ﹤0.01%
80,998
+4,721
1706
$2.05M ﹤0.01%
54,456
-9,735
1707
$2.05M ﹤0.01%
91,508
+7,416
1708
$2.04M ﹤0.01%
4,638
+499
1709
$2.03M ﹤0.01%
69,320
-8,202
1710
$2.03M ﹤0.01%
342,736
+320,424
1711
$2.02M ﹤0.01%
107,355
+6,799
1712
$2.02M ﹤0.01%
88,812
+2,508
1713
$2.02M ﹤0.01%
79,558
-3,774
1714
$2.02M ﹤0.01%
478,825
-4,165
1715
$2.01M ﹤0.01%
17,441
+4,433
1716
$2.01M ﹤0.01%
17,666
+643
1717
$2.01M ﹤0.01%
96,307
+9,308
1718
$2.01M ﹤0.01%
261,975
-6,981
1719
$2M ﹤0.01%
9,737
+2,444
1720
$2M ﹤0.01%
23,244
+10,977
1721
$2M ﹤0.01%
36,678
+7
1722
$2M ﹤0.01%
59,208
1723
$1.99M ﹤0.01%
50,457
+3,319
1724
$1.99M ﹤0.01%
83,667
-2,208
1725
$1.99M ﹤0.01%
48,413
+11,991
67 68
69
70 71