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
1751
$1.92M ﹤0.01%
235,050
+16,340
1752
$1.91M ﹤0.01%
67,392
+1,886
1753
$1.91M ﹤0.01%
57,032
-117
1754
$1.91M ﹤0.01%
135,136
+12,845
1755
$1.91M ﹤0.01%
73,309
+39,882
1756
$1.9M ﹤0.01%
+14,202
1757
$1.9M ﹤0.01%
164,249
-1,556
1758
$1.89M ﹤0.01%
61,403
-36,888
1759
$1.89M ﹤0.01%
84,451
-2,434
1760
$1.88M ﹤0.01%
33,274
-31
1761
$1.88M ﹤0.01%
38,092
-2,100
1762
$1.88M ﹤0.01%
96,572
-5,491
1763
$1.88M ﹤0.01%
18,928
+110
1764
$1.87M ﹤0.01%
24,690
-13,474
1765
$1.87M ﹤0.01%
4,142
-81
1766
$1.87M ﹤0.01%
81,212
+2,456
1767
$1.87M ﹤0.01%
83,968
-4,890
1768
$1.87M ﹤0.01%
26,963
+6,460
1769
$1.87M ﹤0.01%
42,767
+6,262
1770
$1.86M ﹤0.01%
28,361
+18,490
1771
$1.86M ﹤0.01%
47,018
+350
1772
$1.85M ﹤0.01%
33,729
+1,883
1773
$1.85M ﹤0.01%
83,904
+2,874
1774
$1.85M ﹤0.01%
82,363
+9,062
1775
$1.85M ﹤0.01%
21,439
+300
69 70
71
72 73