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
476
$6.33M 0.03%
256,481
+26,161
477
$6.26M 0.03%
136,813
-3,454
478
$6.25M 0.03%
137,535
+11,581
479
$6.24M 0.03%
123,634
+69,098
480
$6.19M 0.03%
1,400,485
-12,349
481
$6.18M 0.03%
247,656
-4,572
482
$6.08M 0.03%
1,236,225
+63,140
483
$6.08M 0.03%
54,502
-3,626
484
$6.06M 0.03%
39,540
-330
485
$6.06M 0.03%
57,161
+11,967
486
$6.04M 0.03%
91,533
+53,768
487
$6.04M 0.03%
154,882
-85,418
488
$5.99M 0.03%
60,753
+6,563
489
$5.99M 0.03%
152,534
+10,341
490
$5.97M 0.03%
301,595
+11,346
491
$5.97M 0.03%
182,042
+5,817
492
$5.95M 0.03%
69,443
-35,911
493
$5.95M 0.03%
145,255
+58,900
494
$5.91M 0.03%
147,687
-13,751
495
$5.9M 0.03%
15,491
-34
496
$5.89M 0.03%
271,737
+49,583
497
$5.86M 0.03%
34,184
+94
498
$5.85M 0.03%
74,274
-11,385
499
$5.83M 0.03%
66,806
-771
500
$5.82M 0.03%
207,475
+9,450
18 19
20
21 22