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Stifel Financial

Stifel Financial Portfolio holdings

AUM $109B
1-Year Est. Return 21.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.52%
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
2401
– –
-24,800
2402
– –
-107,799
2403
– –
-1,142
2404
– –
-50
2405
– –
-293
2406
– –
-4,797
2407
– –
-6,387
2408
– –
-20,016
2409
– –
-43,055
2410
– –
-17,000
2411
– –
-312
2412
– –
-10,600
2413
– –
-3,554
2414
– –
-6,148
2415
– –
-20,196
2416
– –
-20,079
2417
– –
-8,835
2418
– –
-17,100
2419
– –
-14,000
2420
– –
-5,105
2421
– –
-3,441
2422
– –
-10,170
2423
– –
-6,352
2424
– –
-10,400
2425
– –
-2,071
95 96
97
98 99