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
601
$4.49M 0.02%
72,277
-4,769
602
$4.48M 0.02%
639,556
+618,788
603
$4.48M 0.02%
164,913
+43,621
604
$4.48M 0.02%
68,855
+8,225
605
$4.46M 0.02%
19,085
+1,059
606
$4.46M 0.02%
129,697
+15,988
607
$4.45M 0.02%
168,309
-1,632
608
$4.45M 0.02%
61,871
+32,068
609
$4.45M 0.02%
216,265
-16,680
610
$4.44M 0.02%
228,820
-29,576
611
$4.43M 0.02%
274,660
+135,790
612
$4.42M 0.02%
129,863
+8,803
613
$4.4M 0.02%
41,362
-115,329
614
$4.38M 0.02%
+180,531
615
$4.38M 0.02%
137,569
+9,799
616
$4.37M 0.02%
119,582
+11,435
617
$4.36M 0.02%
6,002
-17
618
$4.35M 0.02%
3,979
+14
619
$4.34M 0.02%
100,544
-86,223
620
$4.3M 0.02%
511,129
-8,885
621
$4.3M 0.02%
445,100
622
$4.29M 0.02%
108,035
+80,017
623
$4.28M 0.02%
108,993
+17,139
624
$4.27M 0.02%
40,944
+13,609
625
$4.26M 0.02%
72,025
-742
23 24
25
26 27