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
1726
$1.99M ﹤0.01%
138,819
+5,944
1727
$1.98M ﹤0.01%
65,000
+16,804
1728
$1.98M ﹤0.01%
45,683
+14,475
1729
$1.97M ﹤0.01%
18,981
+214
1730
$1.97M ﹤0.01%
38,283
-4,225
1731
$1.97M ﹤0.01%
38,605
+11,024
1732
$1.97M ﹤0.01%
7,412
+5,834
1733
$1.96M ﹤0.01%
159,130
-7,621
1734
$1.96M ﹤0.01%
98,509
+53,172
1735
$1.96M ﹤0.01%
7,775
+311
1736
$1.96M ﹤0.01%
38,848
+19,657
1737
$1.96M ﹤0.01%
16,826
-654
1738
$1.96M ﹤0.01%
96,802
-49,453
1739
$1.96M ﹤0.01%
129,330
-5,971
1740
$1.95M ﹤0.01%
41,366
+2,169
1741
$1.95M ﹤0.01%
88,151
+1,849
1742
$1.95M ﹤0.01%
92,505
+29,336
1743
$1.94M ﹤0.01%
55,877
-8,723
1744
$1.94M ﹤0.01%
12,755
+8,943
1745
$1.94M ﹤0.01%
49,943
-5,928
1746
$1.93M ﹤0.01%
110,129
+691
1747
$1.93M ﹤0.01%
52,096
+493
1748
$1.93M ﹤0.01%
58,316
+38,211
1749
$1.92M ﹤0.01%
17,668
-23,041
1750
$1.92M ﹤0.01%
37,345
+12,021
68 69
70
71 72