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
1976
$1.36M ﹤0.01%
202,065
+14,039
1977
$1.36M ﹤0.01%
8,327
+181
1978
$1.35M ﹤0.01%
14,449
+365
1979
$1.35M ﹤0.01%
29,584
-2,994
1980
$1.34M ﹤0.01%
149,699
-8,991
1981
$1.34M ﹤0.01%
46,422
-2,366
1982
$1.34M ﹤0.01%
29,550
+190
1983
$1.34M ﹤0.01%
104,749
-166,200
1984
$1.34M ﹤0.01%
758,584
1985
$1.33M ﹤0.01%
221,455
+136,038
1986
$1.33M ﹤0.01%
16,010
-19
1987
$1.33M ﹤0.01%
12,330
-4,989
1988
$1.33M ﹤0.01%
34,943
-1,234
1989
$1.32M ﹤0.01%
72,077
+3,079
1990
$1.32M ﹤0.01%
13,304
+2,137
1991
$1.32M ﹤0.01%
164,320
-93,975
1992
$1.31M ﹤0.01%
173,287
-43,701
1993
$1.31M ﹤0.01%
53,760
-638
1994
$1.31M ﹤0.01%
65,792
+1,629
1995
$1.31M ﹤0.01%
23,564
+11
1996
$1.3M ﹤0.01%
55,175
-87
1997
$1.3M ﹤0.01%
23,748
+3,274
1998
$1.3M ﹤0.01%
20,825
-1,094
1999
$1.29M ﹤0.01%
+69,701
2000
$1.29M ﹤0.01%
99,753
-10,998
78 79
80
81 82