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
1876
$1.6M ﹤0.01%
29,239
-569
1877
$1.6M ﹤0.01%
21,966
+14,048
1878
$1.59M ﹤0.01%
4,185
-2,927
1879
$1.59M ﹤0.01%
12,362
-2,695
1880
$1.59M ﹤0.01%
4,502
+66
1881
$1.59M ﹤0.01%
74,957
+4,739
1882
$1.59M ﹤0.01%
35,299
-275
1883
$1.58M ﹤0.01%
91,932
-387
1884
$1.58M ﹤0.01%
24,030
+421
1885
$1.58M ﹤0.01%
14,159
-977
1886
$1.58M ﹤0.01%
24,723
+12,232
1887
$1.58M ﹤0.01%
53,836
+425
1888
$1.57M ﹤0.01%
122,895
-2,621
1889
$1.57M ﹤0.01%
99,311
+87,081
1890
$1.56M ﹤0.01%
29,376
+466
1891
$1.56M ﹤0.01%
45,941
-414
1892
$1.56M ﹤0.01%
14,734
+1,055
1893
$1.56M ﹤0.01%
143,822
-1,084
1894
$1.56M ﹤0.01%
149,291
+7,738
1895
$1.56M ﹤0.01%
73,291
-283,570
1896
$1.56M ﹤0.01%
14,215
-1,476
1897
$1.56M ﹤0.01%
16,761
-165
1898
$1.55M ﹤0.01%
59,069
+4,096
1899
$1.55M ﹤0.01%
60,504
-19,876
1900
$1.55M ﹤0.01%
21,187
+3,203
74 75
76
77 78