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
1901
$1.55M ﹤0.01%
14,220
+250
1902
$1.55M ﹤0.01%
39,186
+2
1903
$1.54M ﹤0.01%
131,717
+41,122
1904
$1.54M ﹤0.01%
18,100
+1,128
1905
$1.54M ﹤0.01%
187,408
-54,935
1906
$1.54M ﹤0.01%
65,472
-1,479
1907
$1.53M ﹤0.01%
358,345
-7,762
1908
$1.53M ﹤0.01%
29,865
-297
1909
$1.53M ﹤0.01%
58,165
+220
1910
$1.53M ﹤0.01%
33,385
+6,831
1911
$1.53M ﹤0.01%
10,471
-748
1912
$1.53M ﹤0.01%
37,641
-5,629
1913
$1.53M ﹤0.01%
152,881
-3,518
1914
$1.52M ﹤0.01%
76,184
+5,197
1915
$1.52M ﹤0.01%
67,709
-4,034
1916
$1.51M ﹤0.01%
31,458
1917
$1.51M ﹤0.01%
134,856
+105
1918
$1.51M ﹤0.01%
133,608
+8,264
1919
$1.51M ﹤0.01%
60,736
-7,070
1920
$1.51M ﹤0.01%
137,835
+11,026
1921
$1.5M ﹤0.01%
61,276
+5,385
1922
$1.5M ﹤0.01%
104,216
-3,865
1923
$1.5M ﹤0.01%
80,788
-2,202
1924
$1.49M ﹤0.01%
+32,559
1925
$1.49M ﹤0.01%
137,252
+3,895
75 76
77
78 79