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
651
$4.04M 0.02%
122,389
+19,023
652
$4.03M 0.02%
74,498
-22,294
653
$4.02M 0.02%
530,064
+1,218
654
$4.02M 0.02%
48,400
-276
655
$4.01M 0.02%
129,082
+20,595
656
$4M 0.02%
181,032
+28,037
657
$3.99M 0.02%
354,907
+36,891
658
$3.99M 0.02%
46,459
+31,043
659
$3.99M 0.02%
88,479
+8,788
660
$3.99M 0.02%
95,377
+21,236
661
$3.98M 0.02%
134,411
+30,435
662
$3.98M 0.02%
86,206
-1,819
663
$3.97M 0.02%
73,610
+26,201
664
$3.96M 0.02%
168,725
+20,670
665
$3.96M 0.02%
110,597
+13,721
666
$3.96M 0.02%
32,274
+8,066
667
$3.94M 0.02%
28,286
+606
668
$3.94M 0.02%
140,755
+129,835
669
$3.93M 0.02%
270,572
+27,109
670
$3.92M 0.02%
93,235
+12,140
671
$3.91M 0.02%
353,713
-8,784
672
$3.88M 0.02%
76,921
-16,258
673
$3.88M 0.02%
47,865
+6,336
674
$3.88M 0.02%
145,363
+52,594
675
$3.87M 0.02%
163,181
+5,474
25 26
27
28 29