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
2251
$66K ﹤0.01%
12,945
-69,506
2252
$65K ﹤0.01%
32,198
2253
$65K ﹤0.01%
6,422
+50
2254
$65K ﹤0.01%
24,321
-299
2255
$64K ﹤0.01%
7,846
2256
$64K ﹤0.01%
2,993
+1,348
2257
$64K ﹤0.01%
16,617
-993
2258
$63K ﹤0.01%
6,078
+375
2259
$63K ﹤0.01%
2,670
-6,121
2260
$61K ﹤0.01%
58,038
-215,938
2261
$60K ﹤0.01%
+11,411
2262
$60K ﹤0.01%
3
2263
$59K ﹤0.01%
+12,943
2264
$59K ﹤0.01%
221,680
-1,000
2265
$56K ﹤0.01%
16,996
+1,100
2266
$55K ﹤0.01%
50,818
-6,063
2267
$54K ﹤0.01%
14,365
-12,653
2268
$54K ﹤0.01%
+11,716
2269
$52K ﹤0.01%
21,042
+4,920
2270
$52K ﹤0.01%
22,823
-15,852
2271
$51K ﹤0.01%
10,114
-10,751
2272
$47K ﹤0.01%
+11,926
2273
$47K ﹤0.01%
15,070
-9,795
2274
$46K ﹤0.01%
68,695
+32,076
2275
$44K ﹤0.01%
14,529
-1,440
89 90
91
92 93