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
526
$5.44M 0.03%
60,168
-273
527
$5.43M 0.03%
85,317
+10,198
528
$5.43M 0.03%
60,399
-16,875
529
$5.42M 0.03%
328,059
+37,248
530
$5.41M 0.03%
159,327
+23,102
531
$5.4M 0.03%
188,597
-3,196
532
$5.4M 0.03%
68,889
-1,664
533
$5.39M 0.03%
+226,058
534
$5.39M 0.03%
101,902
-5,744
535
$5.39M 0.03%
273,720
-13,998
536
$5.38M 0.03%
100,620
-297,737
537
$5.38M 0.03%
139,684
-91,581
538
$5.36M 0.03%
113,629
+24,670
539
$5.34M 0.03%
47,334
+6,241
540
$5.33M 0.03%
415,283
+31,911
541
$5.32M 0.03%
53,845
+14,301
542
$5.28M 0.03%
165,066
-96,283
543
$5.25M 0.03%
54,791
+35,190
544
$5.25M 0.03%
42,660
-3,635
545
$5.25M 0.03%
102,365
+33,045
546
$5.23M 0.03%
1,020
+132
547
$5.2M 0.03%
1,114,281
-147,340
548
$5.2M 0.03%
118,083
+15,334
549
$5.18M 0.03%
523,282
+474,241
550
$5.18M 0.03%
155,500
+5,323
20 21
22
23 24