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
776
$3.08M 0.02%
253,019
+4,037
777
$3.07M 0.02%
120,290
+9,675
778
$3.06M 0.02%
126,077
-10,103
779
$3.04M 0.02%
53,171
+1,207
780
$3.03M 0.02%
177,261
+24,668
781
$3.03M 0.02%
154,034
+20,756
782
$3.02M 0.02%
93,408
+32,907
783
$3.02M 0.02%
243,638
-581
784
$3M 0.02%
84,394
+24,626
785
$3M 0.02%
84,320
+21,473
786
$2.99M 0.02%
355,965
+224,966
787
$2.98M 0.02%
225,570
-130,591
788
$2.98M 0.02%
304,479
-360
789
$2.97M 0.02%
297,544
+154,928
790
$2.95M 0.02%
45,812
+2,121
791
$2.95M 0.02%
31,716
-3,796
792
$2.94M 0.02%
47,047
+6,334
793
$2.92M 0.02%
43,349
+26,796
794
$2.92M 0.02%
5,623
-451
795
$2.9M 0.02%
23,066
+16,208
796
$2.89M 0.02%
40,032
+16,697
797
$2.88M 0.02%
210,277
+65,146
798
$2.87M 0.01%
48,509
+7,700
799
$2.87M 0.01%
48,452
-8,720
800
$2.86M 0.01%
+71,238
30 31
32
33 34