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
26
$116M 0.6%
3,269,642
+165,696
27
$113M 0.59%
2,233,603
-4,018
28
$113M 0.59%
952,428
+4,035
29
$109M 0.57%
1,854,965
+12,871
30
$105M 0.54%
1,190,461
+85,607
31
$104M 0.54%
1,436,160
+129,282
32
$103M 0.54%
1,896,101
-485,203
33
$97.2M 0.51%
2,277,992
+63,373
34
$95.9M 0.5%
753,580
-6,541
35
$94.5M 0.49%
1,580,866
-14,695
36
$90.8M 0.47%
2,390,880
-1,238,560
37
$90.5M 0.47%
626,074
+16,575
38
$90.3M 0.47%
559,215
+45,864
39
$89.6M 0.47%
829,637
+353,200
40
$89.3M 0.47%
3,085,932
+444,780
41
$89.2M 0.46%
437,725
-760,470
42
$88M 0.46%
1,525,291
+85,488
43
$86.9M 0.45%
1,446,738
+20,454
44
$86.8M 0.45%
993,053
-81,978
45
$85.2M 0.44%
1,363,963
-18,891
46
$84.5M 0.44%
960,362
+45,440
47
$84.1M 0.44%
1,056,638
+191,610
48
$83.8M 0.44%
1,386,163
+52,719
49
$81.7M 0.43%
436,909
+119,233
50
$79.4M 0.41%
2,427,826
+982,233
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