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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
2426
– –
-10,116
2427
– –
-21,920
2428
– –
-318,580
2429
– –
-2,356
2430
– –
-14,594
2431
– –
-78,374
2432
– –
-13,000
2433
– –
-188,774
2434
– –
-21,525
2435
– –
-11,000
2436
– –
-31,573
2437
– –
-341,000
2438
– –
-15,731
2439
– –
-17,654
2440
– –
-70,209
2441
– –
-11,601
2442
– –
-12,038
2443
– –
-4,129
2444
– –
-5,357
2445
– –
-16,562
2446
– –
-290,983
2447
– –
-44,291
2448
– –
-76,834
2449
– –
-24,500
2450
– –
-35,566
95 96 97
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