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
426
$7.44M 0.04%
58,672
-2,392
427
$7.43M 0.04%
285,736
+375
428
$7.41M 0.04%
114,940
+24,362
429
$7.41M 0.04%
553,593
+167,663
430
$7.39M 0.04%
147,884
+44,058
431
$7.37M 0.04%
350,722
+54,175
432
$7.36M 0.04%
296,634
+16,632
433
$7.31M 0.04%
182,640
+81,840
434
$7.31M 0.04%
165,873
-348
435
$7.3M 0.04%
543,909
+374,463
436
$7.3M 0.04%
134,324
+24,146
437
$7.3M 0.04%
252,971
+6,792
438
$7.28M 0.04%
130,263
-28,127
439
$7.24M 0.04%
22,831
-1,984
440
$7.23M 0.04%
336,998
-38,186
441
$7.2M 0.04%
286,049
-49,391
442
$7.19M 0.04%
80,451
+2,986
443
$7.1M 0.04%
247,428
-10,978
444
$7.08M 0.04%
208,003
-380
445
$7.03M 0.04%
75,878
+8,153
446
$6.97M 0.04%
212,971
+92,390
447
$6.97M 0.04%
142,906
+7,636
448
$6.96M 0.04%
114,177
+25,705
449
$6.91M 0.04%
124,865
-20,887
450
$6.79M 0.04%
94,099
+17,997
16 17
18
19 20