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
301
$13.1M 0.07%
66
302
$12.9M 0.07%
71,402
-10,399
303
$12.8M 0.07%
430,560
+8,860
304
$12.8M 0.07%
88,638
+37,101
305
$12.6M 0.07%
683,842
+128,555
306
$12.6M 0.07%
445,217
-4,513,752
307
$12.4M 0.06%
149,792
-19,133
308
$12.3M 0.06%
121,259
+28,351
309
$12.2M 0.06%
2,282,489
-1,415,228
310
$12M 0.06%
87,706
+10,778
311
$12M 0.06%
302,566
-259,917
312
$12M 0.06%
90,563
-21,703
313
$11.7M 0.06%
144,347
+3,158
314
$11.7M 0.06%
897,932
+187,696
315
$11.7M 0.06%
172,546
+35,403
316
$11.5M 0.06%
245,659
+1,868
317
$11.5M 0.06%
147,688
+88,867
318
$11.4M 0.06%
168,137
+76,815
319
$11.4M 0.06%
248,711
-570,380
320
$11.4M 0.06%
143,757
-1,410
321
$11.4M 0.06%
491,496
+13,356
322
$11.4M 0.06%
162,840
-12,840
323
$11.3M 0.06%
525,499
-40,033
324
$11.3M 0.06%
250,794
+18,264
325
$11.3M 0.06%
81,629
-46,026
11 12
13
14 15