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
751
$3.27M 0.02%
147,800
+6,658
752
$3.27M 0.02%
22,336
+2,561
753
$3.27M 0.02%
50,191
+4,883
754
$3.26M 0.02%
231,777
+27,111
755
$3.25M 0.02%
85,666
+83,258
756
$3.22M 0.02%
66,731
-1,643
757
$3.21M 0.02%
+167,890
758
$3.21M 0.02%
164,529
-17,451
759
$3.2M 0.02%
75,538
+10,082
760
$3.2M 0.02%
197,009
+9,291
761
$3.19M 0.02%
134,026
+46,602
762
$3.19M 0.02%
158,198
+15,902
763
$3.17M 0.02%
30,006
-683
764
$3.17M 0.02%
68,637
-1,812
765
$3.15M 0.02%
198,324
+187,743
766
$3.13M 0.02%
14,189
+1,296
767
$3.13M 0.02%
34,998
+700
768
$3.12M 0.02%
62,183
+6,562
769
$3.12M 0.02%
204,532
-108,677
770
$3.12M 0.02%
324,369
-15,138
771
$3.11M 0.02%
52,220
-2,403
772
$3.11M 0.02%
179,388
+63,402
773
$3.11M 0.02%
68,142
+41
774
$3.11M 0.02%
44,382
+3,001
775
$3.09M 0.02%
63,104
-753
29 30
31
32 33