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
1651
$508K ﹤0.01%
11,367
-40,665
1652
$506K ﹤0.01%
20,017
+9,324
1653
$506K ﹤0.01%
40,325
-2,055
1654
$506K ﹤0.01%
13,180
+778
1655
$506K ﹤0.01%
13,630
+222
1656
$505K ﹤0.01%
+8,431
1657
$505K ﹤0.01%
13,317
+760
1658
$504K ﹤0.01%
17,734
-3,660
1659
$503K ﹤0.01%
32,200
+20,350
1660
$503K ﹤0.01%
21,397
-4,503
1661
$502K ﹤0.01%
12,220
+443
1662
$501K ﹤0.01%
10,429
+119
1663
$499K ﹤0.01%
+19,326
1664
$498K ﹤0.01%
+30,695
1665
$498K ﹤0.01%
19,185
+1,140
1666
$497K ﹤0.01%
+26,954
1667
$496K ﹤0.01%
17,893
+4,059
1668
$495K ﹤0.01%
10,349
-791
1669
$495K ﹤0.01%
13,985
-8,160
1670
$495K ﹤0.01%
+8,828
1671
$495K ﹤0.01%
4,087
+2,127
1672
$495K ﹤0.01%
83,864
1673
$495K ﹤0.01%
34,202
+767
1674
$493K ﹤0.01%
10,527
-348
1675
$492K ﹤0.01%
21,465
-300
65 66
67
68 69