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
701
$3.63M 0.02%
92,489
+12,606
702
$3.62M 0.02%
116,429
+10,545
703
$3.62M 0.02%
355,641
+18,706
704
$3.62M 0.02%
102,932
-4,838
705
$3.62M 0.02%
163,703
+22,157
706
$3.6M 0.02%
4,005
-1,481
707
$3.6M 0.02%
19,419
+7,898
708
$3.6M 0.02%
76,552
-752
709
$3.59M 0.02%
129,553
-13,707
710
$3.59M 0.02%
15,018
+1,322
711
$3.57M 0.02%
64,625
+19,654
712
$3.57M 0.02%
140,064
+2,352
713
$3.57M 0.02%
222,234
-100
714
$3.56M 0.02%
70,879
-13,494
715
$3.53M 0.02%
11,685
+6,872
716
$3.53M 0.02%
150,158
+19,429
717
$3.52M 0.02%
4,273,520
+687,280
718
$3.51M 0.02%
83,002
+7,365
719
$3.5M 0.02%
184,182
+23,871
720
$3.48M 0.02%
62,830
+6,170
721
$3.48M 0.02%
141,423
-40,447
722
$3.48M 0.02%
104,692
-18,882
723
$3.48M 0.02%
47,921
+40,167
724
$3.46M 0.02%
77,666
+183
725
$3.46M 0.02%
174,746
+20,249
27 28
29
30 31