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
1951
$1.44M ﹤0.01%
178,170
+1,000
1952
$1.44M ﹤0.01%
115,715
+7,587
1953
$1.44M ﹤0.01%
305,491
+23,546
1954
$1.43M ﹤0.01%
62,840
+38,872
1955
$1.43M ﹤0.01%
13,833
-387
1956
$1.42M ﹤0.01%
27,638
-861
1957
$1.42M ﹤0.01%
25,057
+5,875
1958
$1.41M ﹤0.01%
50,172
+13
1959
$1.41M ﹤0.01%
+52,034
1960
$1.41M ﹤0.01%
30,268
+4,689
1961
$1.41M ﹤0.01%
16,708
-2,476
1962
$1.4M ﹤0.01%
165,954
-6,781
1963
$1.4M ﹤0.01%
29,666
+4,297
1964
$1.4M ﹤0.01%
14,446
-1,175
1965
$1.39M ﹤0.01%
15,479
+3,860
1966
$1.38M ﹤0.01%
64,594
-1,176
1967
$1.38M ﹤0.01%
98,346
+5,953
1968
$1.38M ﹤0.01%
316,470
+146,414
1969
$1.37M ﹤0.01%
34,762
-96,992
1970
$1.37M ﹤0.01%
2,662
-828
1971
$1.37M ﹤0.01%
9,419
-655
1972
$1.37M ﹤0.01%
34,478
+7,066
1973
$1.37M ﹤0.01%
22,754
-481
1974
$1.36M ﹤0.01%
53,333
-36,643
1975
$1.36M ﹤0.01%
89,258
+2,608
77 78
79
80 81