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
$19.2B
AUM Growth
+$1.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,504
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$46.9M
3
+$38.4M
4
ABBV icon
AbbVie
ABBV
+$35.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$33.8M

Top Sells

1
+$156M
2
+$132M
3
+$59.6M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$44.4M
5
CB icon
Chubb
CB
+$31.2M

Sector Composition

1 Healthcare 14.14%
2 Technology 11.24%
3 Financials 11.12%
4 Industrials 9.2%
5 Consumer Staples 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2.52M 0.01%
68,944
-2,670
852
$2.52M 0.01%
33,428
+27,572
853
$2.52M 0.01%
77,947
+6,537
854
$2.52M 0.01%
79,251
+61,909
855
$2.52M 0.01%
82,787
+26,429
856
$2.51M 0.01%
228,379
-14,667
857
$2.51M 0.01%
187,000
-100
858
$2.51M 0.01%
23,884
-44,931
859
$2.51M 0.01%
13,693
+736
860
$2.51M 0.01%
56,967
-26,068
861
$2.5M 0.01%
57,907
-5,700
862
$2.5M 0.01%
5,222
-215
863
$2.49M 0.01%
81,476
+7,053
864
$2.48M 0.01%
40,888
+5,220
865
$2.46M 0.01%
50,840
+2,140
866
$2.44M 0.01%
130,939
-88,275
867
$2.43M 0.01%
61,540
+2,226
868
$2.43M 0.01%
+61,788
869
$2.42M 0.01%
111,302
+25,248
870
$2.41M 0.01%
70,020
+46,462
871
$2.41M 0.01%
+100,523
872
$2.41M 0.01%
139,445
-10,299
873
$2.41M 0.01%
44,473
+6,846
874
$2.4M 0.01%
86,801
+11,346
875
$2.4M 0.01%
52,221
+79
33 34
35
36 37