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
1826
$1.72M ﹤0.01%
89,249
-547
1827
$1.72M ﹤0.01%
55,768
+120
1828
$1.72M ﹤0.01%
75,546
+1,792
1829
$1.71M ﹤0.01%
16,337
-19,344
1830
$1.71M ﹤0.01%
28,259
-2,552
1831
$1.71M ﹤0.01%
41,103
-523
1832
$1.7M ﹤0.01%
34,280
-715
1833
$1.7M ﹤0.01%
51,214
+28,689
1834
$1.7M ﹤0.01%
165,375
+20,286
1835
$1.7M ﹤0.01%
57,172
-59,247
1836
$1.7M ﹤0.01%
153,753
+38,810
1837
$1.69M ﹤0.01%
92,387
+4,224
1838
$1.69M ﹤0.01%
13,818
-5,957
1839
$1.69M ﹤0.01%
109,755
+11,402
1840
$1.69M ﹤0.01%
46,475
+7,278
1841
$1.68M ﹤0.01%
130,502
+2,014
1842
$1.68M ﹤0.01%
44,555
-6,137
1843
$1.68M ﹤0.01%
43,684
-10
1844
$1.68M ﹤0.01%
50,054
+30,845
1845
$1.68M ﹤0.01%
34,590
+94
1846
$1.68M ﹤0.01%
36,496
+2,317
1847
$1.67M ﹤0.01%
53,416
-2,958
1848
$1.67M ﹤0.01%
10,056
+3,270
1849
$1.67M ﹤0.01%
245,535
-8,787
1850
$1.67M ﹤0.01%
32,608
-6,648
72 73
74
75 76