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
2276
$42K ﹤0.01%
10,000
2277
$41K ﹤0.01%
10,043
-6,467
2278
$40K ﹤0.01%
7,566
+1,300
2279
$35K ﹤0.01%
36
+10
2280
$33K ﹤0.01%
+11,054
2281
$31K ﹤0.01%
1,750
-4,053
2282
$27K ﹤0.01%
+1,247
2283
$27K ﹤0.01%
10,800
+400
2284
$26K ﹤0.01%
12,400
-2,425
2285
$25K ﹤0.01%
+1,144
2286
$25K ﹤0.01%
+3,517
2287
$25K ﹤0.01%
2
2288
$24K ﹤0.01%
15,370
-2,425
2289
$24K ﹤0.01%
9,842
-3,904
2290
$22K ﹤0.01%
477
2291
$21K ﹤0.01%
1,010
-132
2292
$21K ﹤0.01%
28,600
+1,500
2293
$17K ﹤0.01%
16,453
-6,286
2294
$16K ﹤0.01%
5,253
+1,930
2295
$15K ﹤0.01%
891
-93
2296
$15K ﹤0.01%
13,500
-33,820
2297
$15K ﹤0.01%
8,750
2298
$14K ﹤0.01%
10,000
2299
$11K ﹤0.01%
55,164
2300
$9K ﹤0.01%
+10,440
90 91
92
93 94