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
1851
$1.67M ﹤0.01%
27,162
+509
1852
$1.66M ﹤0.01%
17,184
+888
1853
$1.66M ﹤0.01%
88,085
-227
1854
$1.66M ﹤0.01%
86,229
-7,141
1855
$1.66M ﹤0.01%
62,095
+1,348
1856
$1.66M ﹤0.01%
14,289
-4,507
1857
$1.65M ﹤0.01%
41,183
-782
1858
$1.65M ﹤0.01%
34,506
-48
1859
$1.64M ﹤0.01%
6,807
+1,529
1860
$1.64M ﹤0.01%
13,593
+91
1861
$1.64M ﹤0.01%
29,709
+5,118
1862
$1.63M ﹤0.01%
56,966
-28,755
1863
$1.62M ﹤0.01%
38,530
-1,587
1864
$1.62M ﹤0.01%
55,478
-15,787
1865
$1.62M ﹤0.01%
61,721
-3,954
1866
$1.61M ﹤0.01%
32,438
-1,046
1867
$1.61M ﹤0.01%
13,990
-6,108
1868
$1.61M ﹤0.01%
+47,300
1869
$1.61M ﹤0.01%
101,954
-20,737
1870
$1.61M ﹤0.01%
30,151
-1,877
1871
$1.61M ﹤0.01%
28,104
+16,155
1872
$1.61M ﹤0.01%
32,658
+22,183
1873
$1.6M ﹤0.01%
16,644
-386
1874
$1.6M ﹤0.01%
28,067
+7,556
1875
$1.6M ﹤0.01%
144,014
+26,172
73 74
75
76 77