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
276
$14.7M 0.08%
273,667
+64,496
277
$14.7M 0.08%
196,844
+20,405
278
$14.6M 0.08%
858,506
+34,024
279
$14.3M 0.07%
251,484
+12,392
280
$14.3M 0.07%
329,623
+64,936
281
$14.2M 0.07%
4,682,870
-240,210
282
$14.1M 0.07%
494,157
+10,739
283
$14.1M 0.07%
362,222
-16,965
284
$14.1M 0.07%
174,317
+14,535
285
$14M 0.07%
411,922
+28,410
286
$13.8M 0.07%
195,595
+60,097
287
$13.7M 0.07%
725,606
+86,057
288
$13.6M 0.07%
683,464
-26,570
289
$13.5M 0.07%
191,181
+29,525
290
$13.5M 0.07%
906,418
-2,502,391
291
$13.5M 0.07%
785,245
-121,916
292
$13.3M 0.07%
117,865
-3,051
293
$13.3M 0.07%
324,607
-402
294
$13.3M 0.07%
186,639
+42,707
295
$13.3M 0.07%
503,606
-40,343
296
$13.2M 0.07%
130,268
+41,869
297
$13.2M 0.07%
158,794
-5,655
298
$13.2M 0.07%
246,145
-11,872
299
$13.1M 0.07%
119,289
+396
300
$13.1M 0.07%
115,284
-1,869
10 11
12
13 14