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
2101
$1.11M ﹤0.01%
12,568
+41
2102
$1.11M ﹤0.01%
+31,176
2103
$1.11M ﹤0.01%
10,133
-2,843
2104
$1.1M ﹤0.01%
70,362
-7,522
2105
$1.1M ﹤0.01%
35,929
+2,251
2106
$1.1M ﹤0.01%
18,880
-21,852
2107
$1.1M ﹤0.01%
18,911
+11,721
2108
$1.09M ﹤0.01%
110,197
-3,520
2109
$1.09M ﹤0.01%
103,510
+1,148
2110
$1.09M ﹤0.01%
67,880
-17,245
2111
$1.09M ﹤0.01%
13,027
+330
2112
$1.08M ﹤0.01%
77,393
-397
2113
$1.08M ﹤0.01%
91,730
+5,642
2114
$1.07M ﹤0.01%
45,431
+15,270
2115
$1.07M ﹤0.01%
24,612
-2,004
2116
$1.07M ﹤0.01%
23,894
-39,725
2117
$1.07M ﹤0.01%
11,062
-1,759
2118
$1.07M ﹤0.01%
25,896
-542
2119
$1.07M ﹤0.01%
40,481
-5,140
2120
$1.06M ﹤0.01%
33,028
-6,627
2121
$1.06M ﹤0.01%
54,021
+26,873
2122
$1.06M ﹤0.01%
74,101
+27,260
2123
$1.06M ﹤0.01%
34,411
-1,946
2124
$1.06M ﹤0.01%
12,742
-127
2125
$1.06M ﹤0.01%
19,285
-19,883
83 84
85
86 87