Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
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
+$168M
2
+$46.9M
3
+$38.1M
4
ABBV icon
AbbVie
ABBV
+$36.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$32.1M

Top Sells

1
+$155M
2
+$127M
3
+$47M
4
KMI icon
Kinder Morgan
KMI
+$37.3M
5
CB icon
Chubb
CB
+$32.3M

Sector Composition

1 Healthcare 14.14%
2 Technology 11.25%
3 Financials 11.12%
4 Industrials 9.19%
5 Consumer Staples 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16.4M 0.09%
265,007
+5,492
252
$16.4M 0.09%
151,430
+5,370
253
$16.3M 0.09%
245,878
-31,917
254
$16.3M 0.09%
468,969
+13,061
255
$16.3M 0.08%
188,079
+2,151
256
$16.2M 0.08%
453,776
+56,361
257
$15.9M 0.08%
294,424
-31,226
258
$15.9M 0.08%
350,824
+107,690
259
$15.9M 0.08%
234,056
-42,982
260
$15.9M 0.08%
211,076
+119,889
261
$15.7M 0.08%
563,497
+3,989
262
$15.7M 0.08%
406,206
+47,056
263
$15.6M 0.08%
158,691
+6,312
264
$15.6M 0.08%
282,662
+30,086
265
$15.5M 0.08%
603,244
-111,401
266
$15.4M 0.08%
266,723
-48,451
267
$15.4M 0.08%
80,933
+3,314
268
$15.3M 0.08%
476,641
-300,085
269
$15.2M 0.08%
845,895
-19,847
270
$15.1M 0.08%
1,750,002
+846,129
271
$15M 0.08%
142,489
-4,647
272
$15M 0.08%
178,327
+598
273
$15M 0.08%
+1,669,770
274
$14.9M 0.08%
561,899
-54,929
275
$14.8M 0.08%
78,454
-1,348
9 10
11
12 13