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
2151
$169K ﹤0.01%
17,940
+7,277
2152
$169K ﹤0.01%
96,812
-19,016
2153
$169K ﹤0.01%
33,320
-2,400
2154
$168K ﹤0.01%
+10,825
2155
$167K ﹤0.01%
11,471
-935
2156
$166K ﹤0.01%
12,700
2157
$166K ﹤0.01%
+11,085
2158
$165K ﹤0.01%
+46,366
2159
$164K ﹤0.01%
+11,899
2160
$163K ﹤0.01%
+12,333
2161
$161K ﹤0.01%
33,850
+2,377
2162
$160K ﹤0.01%
18,890
+136
2163
$159K ﹤0.01%
2,791
-1,295
2164
$159K ﹤0.01%
+1,173
2165
$157K ﹤0.01%
10,327
-781
2166
$157K ﹤0.01%
17,308
-4,000
2167
$157K ﹤0.01%
+18,440
2168
$155K ﹤0.01%
30,116
2169
$154K ﹤0.01%
+19,200
2170
$151K ﹤0.01%
+12,814
2171
$151K ﹤0.01%
11,988
+1,065
2172
$151K ﹤0.01%
19,633
-18,245
2173
$148K ﹤0.01%
4,577
+1,962
2174
$147K ﹤0.01%
+9
2175
$147K ﹤0.01%
1,627
+189
85 86
87
88 89