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
801
$2.86M 0.01%
3,237
+697
802
$2.86M 0.01%
16,008
+58
803
$2.84M 0.01%
57,406
+7,180
804
$2.83M 0.01%
52,532
+13,643
805
$2.83M 0.01%
118,114
-25,756
806
$2.82M 0.01%
137,892
+21,431
807
$2.82M 0.01%
133,527
-33,234
808
$2.81M 0.01%
119,834
-1,720
809
$2.81M 0.01%
46,866
-4,854
810
$2.81M 0.01%
68,739
+6,466
811
$2.8M 0.01%
58,876
+12,955
812
$2.79M 0.01%
63,719
-1,980
813
$2.79M 0.01%
105,753
-28,252
814
$2.79M 0.01%
63,400
-1,400
815
$2.78M 0.01%
+87,418
816
$2.77M 0.01%
173,460
+35,055
817
$2.77M 0.01%
41,971
-3,845
818
$2.77M 0.01%
91,248
-2,192
819
$2.73M 0.01%
33,614
+2,695
820
$2.72M 0.01%
167,984
+684
821
$2.72M 0.01%
56,464
-14,445
822
$2.69M 0.01%
+36,732
823
$2.69M 0.01%
39,935
+4,260
824
$2.69M 0.01%
37,294
-13,929
825
$2.69M 0.01%
110,625
-8,573
31 32
33
34 35