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
2126
$191K ﹤0.01%
12,000
2127
$191K ﹤0.01%
+14,518
2128
$191K ﹤0.01%
12,303
-1,620
2129
$190K ﹤0.01%
70,000
-2,000
2130
$189K ﹤0.01%
+28,911
2131
$188K ﹤0.01%
+28,814
2132
$188K ﹤0.01%
15,470
+10
2133
$188K ﹤0.01%
+13,006
2134
$186K ﹤0.01%
16,606
-3,000
2135
$186K ﹤0.01%
25,031
-11,273
2136
$186K ﹤0.01%
13,961
2137
$185K ﹤0.01%
23,973
-292
2138
$184K ﹤0.01%
+4,314
2139
$181K ﹤0.01%
+1,080
2140
$181K ﹤0.01%
13,508
+520
2141
$180K ﹤0.01%
+1,456
2142
$179K ﹤0.01%
+16,180
2143
$177K ﹤0.01%
16,794
-116
2144
$177K ﹤0.01%
13,522
-733
2145
$175K ﹤0.01%
13,804
2146
$174K ﹤0.01%
11,000
2147
$174K ﹤0.01%
19,085
+7,269
2148
$173K ﹤0.01%
28,056
-16,175
2149
$173K ﹤0.01%
47,253
-57,000
2150
$172K ﹤0.01%
16,295
-42,533
84 85
86
87 88