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
51
$79.1M 0.41%
761,712
+16,809
52
$79M 0.41%
692,909
-27,051
53
$78.3M 0.41%
1,333,140
+426,082
54
$76.5M 0.4%
1,530,490
+58,368
55
$74.4M 0.39%
607,052
+142,070
56
$73.5M 0.38%
939,282
-97,105
57
$73.2M 0.38%
870,877
+164,639
58
$73.2M 0.38%
337,079
+13,903
59
$72.4M 0.38%
1,612,720
-30,906
60
$71.7M 0.37%
1,982,067
+279,457
61
$70.5M 0.37%
1,510,348
+85,975
62
$69.7M 0.36%
701,077
-5,950
63
$69M 0.36%
779,562
+118,837
64
$68.9M 0.36%
485,604
-27,525
65
$68.3M 0.36%
1,305,400
+82,254
66
$68M 0.35%
807,667
+4,358
67
$67.1M 0.35%
508,479
+60,181
68
$66.7M 0.35%
955,498
+14,978
69
$66.3M 0.35%
615,479
-44,194
70
$66.1M 0.34%
764,059
+34,237
71
$64.8M 0.34%
656,437
+8,049
72
$64.5M 0.34%
1,204,165
-81,453
73
$64.2M 0.33%
2,511,607
+455,236
74
$61.9M 0.32%
588,450
+32,890
75
$61.6M 0.32%
885,752
-58,942
1 2
3
4 5