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
351
$9.85M 0.05%
90,541
-3,360
352
$9.83M 0.05%
237,590
+10,655
353
$9.83M 0.05%
81,110
+4,505
354
$9.79M 0.05%
201,955
+79,001
355
$9.77M 0.05%
253,287
+2,324
356
$9.72M 0.05%
137,129
-21,918
357
$9.64M 0.05%
249,185
+57,750
358
$9.62M 0.05%
126,629
+9,916
359
$9.54M 0.05%
112,658
+7,788
360
$9.49M 0.05%
59,370
-10,192
361
$9.48M 0.05%
191,302
+13,586
362
$9.34M 0.05%
45,583
+23,296
363
$9.3M 0.05%
389,486
+173,493
364
$9.25M 0.05%
193,373
+10,198
365
$9.25M 0.05%
83,594
+16,825
366
$9.25M 0.05%
238,948
+64,622
367
$9.24M 0.05%
406,131
-86,258
368
$9.22M 0.05%
113,144
-5,613
369
$9.2M 0.05%
310,417
+9,704
370
$9.17M 0.05%
164,245
-63,789
371
$9.16M 0.05%
119,160
+25,885
372
$9.12M 0.05%
79,452
+19,537
373
$9.08M 0.05%
75,600
+4,088
374
$9.05M 0.05%
115,923
+13,173
375
$9.04M 0.05%
885,424
+49,552
13 14
15
16 17