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
2051
$1.2M ﹤0.01%
32,088
-1,923
2052
$1.2M ﹤0.01%
22,772
-18,230
2053
$1.19M ﹤0.01%
21,063
-550
2054
$1.19M ﹤0.01%
96,294
2055
$1.19M ﹤0.01%
11,497
-513
2056
$1.18M ﹤0.01%
15,977
+7,156
2057
$1.18M ﹤0.01%
13,038
-296
2058
$1.18M ﹤0.01%
53,935
+6,307
2059
$1.17M ﹤0.01%
74,473
+3,543
2060
$1.17M ﹤0.01%
28,430
-278
2061
$1.17M ﹤0.01%
22,928
-14,217
2062
$1.17M ﹤0.01%
62,809
+6,064
2063
$1.17M ﹤0.01%
16,977
+543
2064
$1.17M ﹤0.01%
27,796
-1,695
2065
$1.16M ﹤0.01%
8,697
+3,338
2066
$1.16M ﹤0.01%
18,000
-147
2067
$1.16M ﹤0.01%
21,143
+1,319
2068
$1.16M ﹤0.01%
38,741
-18,388
2069
$1.16M ﹤0.01%
292,306
-1,480
2070
$1.16M ﹤0.01%
30,323
+8,600
2071
$1.16M ﹤0.01%
26,465
+1,985
2072
$1.16M ﹤0.01%
+37,849
2073
$1.16M ﹤0.01%
40,155
+14,252
2074
$1.16M ﹤0.01%
64,533
-440
2075
$1.16M ﹤0.01%
10,650
+1,994
81 82
83
84 85