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
1951
$278K ﹤0.01%
20,192
-26,981
1952
$278K ﹤0.01%
+3,626
1953
$277K ﹤0.01%
+9,388
1954
$277K ﹤0.01%
16,108
+412
1955
$277K ﹤0.01%
+16,605
1956
$277K ﹤0.01%
+16,732
1957
$276K ﹤0.01%
+7,807
1958
$274K ﹤0.01%
6,118
-1,204
1959
$274K ﹤0.01%
16,850
-458
1960
$273K ﹤0.01%
+12,057
1961
$272K ﹤0.01%
+7,676
1962
$272K ﹤0.01%
+4,584
1963
$272K ﹤0.01%
4,299
-544
1964
$270K ﹤0.01%
32,544
-242,243
1965
$269K ﹤0.01%
3,964
+170
1966
$269K ﹤0.01%
9,605
-12,934
1967
$269K ﹤0.01%
5,785
-3,187
1968
$269K ﹤0.01%
95,702
+56,638
1969
$268K ﹤0.01%
9,486
-153
1970
$268K ﹤0.01%
16,000
1971
$268K ﹤0.01%
2
1972
$267K ﹤0.01%
24,400
+8,850
1973
$267K ﹤0.01%
31,647
+4,128
1974
$266K ﹤0.01%
+27,010
1975
$266K ﹤0.01%
5,483
-1,560
77 78
79
80 81