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
626
$4.25M 0.02%
108,609
+44,728
627
$4.24M 0.02%
59,584
-1,603
628
$4.23M 0.02%
234,822
+114,270
629
$4.22M 0.02%
57,524
-9,735
630
$4.22M 0.02%
104,820
+4,628
631
$4.22M 0.02%
86,227
+8,268
632
$4.22M 0.02%
51,727
-2,140
633
$4.22M 0.02%
99,902
-41,840
634
$4.21M 0.02%
20,760
+535
635
$4.2M 0.02%
107,238
-22,550
636
$4.19M 0.02%
146,090
-265
637
$4.18M 0.02%
44,062
-6,199
638
$4.17M 0.02%
147,219
+68,688
639
$4.16M 0.02%
50,047
+37,075
640
$4.15M 0.02%
50,272
+6,786
641
$4.14M 0.02%
138,022
+33,649
642
$4.12M 0.02%
34,382
+6,479
643
$4.11M 0.02%
97,315
+81,438
644
$4.11M 0.02%
77,673
+27,799
645
$4.11M 0.02%
309,508
+36,732
646
$4.1M 0.02%
60,028
+4,917
647
$4.09M 0.02%
128,248
-4,882
648
$4.06M 0.02%
80,818
+7,618
649
$4.06M 0.02%
167,916
+35,451
650
$4.06M 0.02%
80,604
+71,678
24 25
26
27 28