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
501
$5.82M 0.03%
119,701
-7,095
502
$5.76M 0.03%
108,289
+49,753
503
$5.75M 0.03%
119,874
-8,469
504
$5.74M 0.03%
119,512
-2,440
505
$5.69M 0.03%
212,016
+3,834
506
$5.67M 0.03%
101,759
+31,467
507
$5.65M 0.03%
120,885
+2,282
508
$5.62M 0.03%
111,260
+12,636
509
$5.61M 0.03%
49,734
+11,208
510
$5.61M 0.03%
78,356
-1,583
511
$5.6M 0.03%
203,107
-35,617
512
$5.59M 0.03%
74,226
+19,943
513
$5.58M 0.03%
77,059
+11,488
514
$5.56M 0.03%
162,704
-5,222
515
$5.55M 0.03%
210,669
+4,254
516
$5.54M 0.03%
44,464
-4,761
517
$5.53M 0.03%
267,470
+179,210
518
$5.53M 0.03%
358,502
+15,836
519
$5.52M 0.03%
51,963
+5,240
520
$5.49M 0.03%
80,193
+9,299
521
$5.48M 0.03%
39,004
-3,725
522
$5.47M 0.03%
149,068
+360
523
$5.47M 0.03%
161,942
+147,084
524
$5.46M 0.03%
16,137
-422
525
$5.45M 0.03%
179,135
+134,227
19 20
21
22 23