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
676
$3.86M 0.02%
84,070
+9,864
677
$3.86M 0.02%
152,721
+4,912
678
$3.86M 0.02%
60,944
+8,671
679
$3.86M 0.02%
69,906
-26,265
680
$3.85M 0.02%
568,545
+126,589
681
$3.85M 0.02%
120,007
+29,792
682
$3.84M 0.02%
103,325
+63,466
683
$3.84M 0.02%
145,719
+17,157
684
$3.83M 0.02%
37,844
+12,595
685
$3.83M 0.02%
71,281
+751
686
$3.82M 0.02%
108,259
+94,716
687
$3.8M 0.02%
88,258
+15,573
688
$3.78M 0.02%
133,045
+22,133
689
$3.78M 0.02%
143,682
+40,394
690
$3.78M 0.02%
115,583
-162,037
691
$3.75M 0.02%
74,352
-3,967
692
$3.75M 0.02%
225,742
+8,510
693
$3.74M 0.02%
167,074
+2,182
694
$3.73M 0.02%
84,427
+1,291
695
$3.7M 0.02%
61,138
+13,721
696
$3.67M 0.02%
87,319
-34,278
697
$3.63M 0.02%
34,075
+3,415
698
$3.63M 0.02%
33,491
+12,024
699
$3.63M 0.02%
69,006
-166,288
700
$3.63M 0.02%
+52,807
26 27
28
29 30