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
401
$8.23M 0.04%
145,785
+47,546
402
$8.1M 0.04%
108,390
+62,580
403
$8.06M 0.04%
161,602
+7,469
404
$8.02M 0.04%
202,447
-47,050
405
$7.99M 0.04%
78,511
-11,898
406
$7.93M 0.04%
109,267
+29,544
407
$7.92M 0.04%
575,943
+341,769
408
$7.9M 0.04%
85,021
+10,738
409
$7.89M 0.04%
190,748
-16,814
410
$7.88M 0.04%
89,576
+12,805
411
$7.84M 0.04%
549,952
+99,684
412
$7.78M 0.04%
821,955
+262,487
413
$7.69M 0.04%
39,020
-2,154
414
$7.65M 0.04%
135,954
-804
415
$7.64M 0.04%
182,718
+123,520
416
$7.61M 0.04%
186,539
-137,414
417
$7.58M 0.04%
164,587
+88,924
418
$7.55M 0.04%
131,033
+123,073
419
$7.55M 0.04%
128,674
+13,034
420
$7.54M 0.04%
314,608
+13,340
421
$7.54M 0.04%
173,612
+11,138
422
$7.51M 0.04%
167,048
+14,101
423
$7.48M 0.04%
187,633
+171,197
424
$7.48M 0.04%
203,558
+78,715
425
$7.47M 0.04%
95,406
+18,058
15 16
17
18 19