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
1776
$1.85M ﹤0.01%
58,924
-19,499
1777
$1.84M ﹤0.01%
93,776
+340
1778
$1.84M ﹤0.01%
96,911
+20
1779
$1.84M ﹤0.01%
61,335
-862
1780
$1.83M ﹤0.01%
19,149
+3,606
1781
$1.82M ﹤0.01%
43,989
+2,671
1782
$1.82M ﹤0.01%
68,041
-1,274
1783
$1.82M ﹤0.01%
45,045
+4,156
1784
$1.82M ﹤0.01%
101,876
+2,475
1785
$1.81M ﹤0.01%
36,912
-1,049
1786
$1.81M ﹤0.01%
111,313
+38,319
1787
$1.81M ﹤0.01%
49,561
-32,056
1788
$1.81M ﹤0.01%
166,541
+29,775
1789
$1.8M ﹤0.01%
46,769
-207
1790
$1.8M ﹤0.01%
35,379
-2,327
1791
$1.8M ﹤0.01%
+72,567
1792
$1.8M ﹤0.01%
62,890
+1,944
1793
$1.8M ﹤0.01%
36,492
+2,392
1794
$1.79M ﹤0.01%
13,107
-53
1795
$1.78M ﹤0.01%
49,483
-4,411
1796
$1.78M ﹤0.01%
222,715
+6,356
1797
$1.78M ﹤0.01%
10,019
-6,840
1798
$1.78M ﹤0.01%
88,651
+70,862
1799
$1.77M ﹤0.01%
57,510
+1,779
1800
$1.77M ﹤0.01%
10,752
+279
70 71
72
73 74