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
551
$5.17M 0.03%
54,487
+4,498
552
$5.15M 0.03%
525,160
+33,550
553
$5.14M 0.03%
3,878
+582
554
$5.13M 0.03%
167,442
+36,408
555
$5.11M 0.03%
94,457
+12,179
556
$5.08M 0.03%
93,036
+582
557
$5.08M 0.03%
53,890
+2,437
558
$5.07M 0.03%
116,707
+59,460
559
$5.07M 0.03%
84,134
+10,867
560
$5.05M 0.03%
101,771
-59,360
561
$5.04M 0.03%
154,642
+17,590
562
$5.03M 0.03%
118,419
-1,687
563
$5.01M 0.03%
119,176
-7,857
564
$4.98M 0.03%
67,684
+3,022
565
$4.98M 0.03%
118,713
+20,966
566
$4.96M 0.03%
315,438
+4,264
567
$4.92M 0.03%
62,236
-6,200
568
$4.91M 0.03%
57,422
-5,649
569
$4.91M 0.03%
108,603
+1,286
570
$4.91M 0.03%
170,921
+14,580
571
$4.9M 0.03%
315,897
+4,385
572
$4.89M 0.03%
136,758
+737
573
$4.88M 0.03%
149,090
+24,066
574
$4.85M 0.03%
69,967
+2,551
575
$4.85M 0.03%
40,607
+29,207
21 22
23
24 25