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
1926
$1.49M ﹤0.01%
62,068
+4,411
1927
$1.49M ﹤0.01%
41,548
+1,394
1928
$1.49M ﹤0.01%
69,683
+2,501
1929
$1.49M ﹤0.01%
46,535
-3,460
1930
$1.48M ﹤0.01%
149,598
+20,833
1931
$1.48M ﹤0.01%
19,946
+2,069
1932
$1.48M ﹤0.01%
5,416
-443
1933
$1.48M ﹤0.01%
65,375
+448
1934
$1.47M ﹤0.01%
52,317
-121,997
1935
$1.47M ﹤0.01%
7,451
-444
1936
$1.46M ﹤0.01%
56,563
-2,107
1937
$1.46M ﹤0.01%
36,775
+5,500
1938
$1.45M ﹤0.01%
9,426
+2,968
1939
$1.45M ﹤0.01%
10,943
-520
1940
$1.45M ﹤0.01%
29,001
-219,946
1941
$1.45M ﹤0.01%
7,962
+72
1942
$1.44M ﹤0.01%
13,092
-3,555
1943
$1.44M ﹤0.01%
61,000
1944
$1.44M ﹤0.01%
63,123
+1,075
1945
$1.44M ﹤0.01%
51,611
-26,481
1946
$1.44M ﹤0.01%
5,939
-2,401
1947
$1.44M ﹤0.01%
50,053
-1,876
1948
$1.44M ﹤0.01%
108,499
-6,220
1949
$1.44M ﹤0.01%
48,718
+4,824
1950
$1.44M ﹤0.01%
19,893
-30,495
76 77
78
79 80