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
726
$3.44M 0.02%
26,752
+17,193
727
$3.44M 0.02%
254,700
-400
728
$3.43M 0.02%
+56,455
729
$3.43M 0.02%
36,707
+2,174
730
$3.43M 0.02%
281,617
+47,164
731
$3.43M 0.02%
93,071
-10,945
732
$3.42M 0.02%
21,035
-1,701
733
$3.42M 0.02%
52,884
-6,480
734
$3.4M 0.02%
97,434
-186,754
735
$3.4M 0.02%
69,993
+9,298
736
$3.39M 0.02%
24,800
+799
737
$3.38M 0.02%
74,254
+32,780
738
$3.37M 0.02%
188,410
-10,810
739
$3.35M 0.02%
26,177
+3,844
740
$3.33M 0.02%
78,757
-1,974
741
$3.33M 0.02%
65,308
+1,916
742
$3.32M 0.02%
49,696
-769
743
$3.32M 0.02%
75,058
+6,729
744
$3.31M 0.02%
183,704
+548
745
$3.31M 0.02%
55,371
+6,913
746
$3.31M 0.02%
50,382
-5,865
747
$3.3M 0.02%
40,980
+12,011
748
$3.3M 0.02%
91,750
+48,229
749
$3.29M 0.02%
218,845
-12,639
750
$3.28M 0.02%
42,663
+4,742
28 29
30
31 32