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
1801
$1.77M ﹤0.01%
92,332
+2,406
1802
$1.77M ﹤0.01%
262,712
+10,414
1803
$1.77M ﹤0.01%
174,402
-18,219
1804
$1.77M ﹤0.01%
45,147
+14,957
1805
$1.76M ﹤0.01%
29,447
-32,413
1806
$1.76M ﹤0.01%
35,129
-8,381
1807
$1.76M ﹤0.01%
138,019
-2,062
1808
$1.76M ﹤0.01%
26,501
-2,626
1809
$1.76M ﹤0.01%
209,064
-4,456
1810
$1.76M ﹤0.01%
74,498
-1,603
1811
$1.75M ﹤0.01%
71,789
+14,050
1812
$1.75M ﹤0.01%
113,832
-14,519
1813
$1.75M ﹤0.01%
63,748
+1,487
1814
$1.75M ﹤0.01%
87,392
+866
1815
$1.75M ﹤0.01%
16,474
-207
1816
$1.74M ﹤0.01%
30,044
+7,075
1817
$1.73M ﹤0.01%
21,340
-11,151
1818
$1.73M ﹤0.01%
50,459
-1,234
1819
$1.73M ﹤0.01%
33,085
-1,125
1820
$1.73M ﹤0.01%
12,821
+4,182
1821
$1.73M ﹤0.01%
9,279
-6,222
1822
$1.73M ﹤0.01%
26,614
-580
1823
$1.72M ﹤0.01%
15,118
+513
1824
$1.72M ﹤0.01%
17,775
+3,246
1825
$1.72M ﹤0.01%
120,296
+94,489
71 72
73
74 75