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
1976
$266K ﹤0.01%
14,036
-300
1977
$265K ﹤0.01%
+8,214
1978
$265K ﹤0.01%
1,898
+148
1979
$264K ﹤0.01%
4,375
+709
1980
$263K ﹤0.01%
+4,405
1981
$263K ﹤0.01%
6,674
-358
1982
$262K ﹤0.01%
14,932
1983
$261K ﹤0.01%
41,288
+23
1984
$261K ﹤0.01%
11,355
-11,096
1985
$261K ﹤0.01%
30,765
+18,000
1986
$261K ﹤0.01%
+18,899
1987
$259K ﹤0.01%
5,737
+3,091
1988
$259K ﹤0.01%
128,310
-70,036
1989
$258K ﹤0.01%
22,460
-5,745
1990
$257K ﹤0.01%
+7,934
1991
$257K ﹤0.01%
21,070
-33,279
1992
$256K ﹤0.01%
16,825
-5,127
1993
$256K ﹤0.01%
+5,150
1994
$255K ﹤0.01%
7,942
-405
1995
$255K ﹤0.01%
18,428
-834
1996
$255K ﹤0.01%
+20,000
1997
$254K ﹤0.01%
+15,075
1998
$253K ﹤0.01%
+6,370
1999
$253K ﹤0.01%
+6,200
2000
$253K ﹤0.01%
9,954
-3,302
78 79
80
81 82