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
2076
$1.16M ﹤0.01%
78,095
-8,943
2077
$1.16M ﹤0.01%
36,226
+1,543
2078
$1.15M ﹤0.01%
7,578
+433
2079
$1.15M ﹤0.01%
10,989
-595
2080
$1.15M ﹤0.01%
28,058
+121
2081
$1.15M ﹤0.01%
13,661
+5,704
2082
$1.15M ﹤0.01%
70,041
+7,570
2083
$1.15M ﹤0.01%
65,040
-11,227
2084
$1.15M ﹤0.01%
+44,373
2085
$1.14M ﹤0.01%
6,789
-339
2086
$1.14M ﹤0.01%
29,435
-3,008
2087
$1.14M ﹤0.01%
7,567
-694
2088
$1.14M ﹤0.01%
12,431
-1,230
2089
$1.14M ﹤0.01%
48,763
-705
2090
$1.13M ﹤0.01%
299,431
+202,483
2091
$1.13M ﹤0.01%
30,832
+7,064
2092
$1.13M ﹤0.01%
40,544
-722
2093
$1.13M ﹤0.01%
10,241
-71
2094
$1.13M ﹤0.01%
128,533
-1,869
2095
$1.12M ﹤0.01%
148,792
-8,491
2096
$1.12M ﹤0.01%
19,723
+6,556
2097
$1.12M ﹤0.01%
23,654
+16,994
2098
$1.12M ﹤0.01%
11,943
-140
2099
$1.12M ﹤0.01%
50,093
-140,178
2100
$1.11M ﹤0.01%
40,049
-7,156
82 83
84
85 86