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
376
$9.01M 0.05%
209,888
+69,136
377
$8.97M 0.05%
140,884
+40,218
378
$8.93M 0.05%
229,540
+1,949
379
$8.86M 0.05%
105,223
+13,365
380
$8.83M 0.05%
279,336
-1,557
381
$8.82M 0.05%
184,531
-15,826
382
$8.82M 0.05%
215,357
+66,699
383
$8.81M 0.05%
421,001
+67,861
384
$8.71M 0.05%
129,457
+3,413
385
$8.71M 0.05%
89,789
-7,895
386
$8.69M 0.05%
182,384
+67,353
387
$8.64M 0.05%
153,557
+41,770
388
$8.63M 0.04%
109,017
+6,151
389
$8.59M 0.04%
198,853
+5,824
390
$8.47M 0.04%
69,740
+2,078
391
$8.42M 0.04%
179,260
-7,834
392
$8.4M 0.04%
103,212
+54,086
393
$8.36M 0.04%
150,147
+25,283
394
$8.35M 0.04%
1,096,664
+788,728
395
$8.32M 0.04%
262,347
-55,178
396
$8.31M 0.04%
100,287
-36,910
397
$8.27M 0.04%
137,277
+9,514
398
$8.27M 0.04%
144,641
-8,822
399
$8.27M 0.04%
173,433
+93,484
400
$8.23M 0.04%
190,164
+8,548
14 15
16
17 18