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
826
$2.68M 0.01%
212,555
-20,531
827
$2.67M 0.01%
59,386
-1,615
828
$2.65M 0.01%
22,415
+11,106
829
$2.65M 0.01%
203,836
+24,424
830
$2.65M 0.01%
52,066
+492
831
$2.65M 0.01%
71,213
+6,304
832
$2.63M 0.01%
183,711
+7,741
833
$2.63M 0.01%
110,594
+686
834
$2.62M 0.01%
38,687
-4,617
835
$2.61M 0.01%
50,910
-74,697
836
$2.6M 0.01%
77,178
+926
837
$2.6M 0.01%
98,449
+88,135
838
$2.59M 0.01%
23,271
-18,205
839
$2.59M 0.01%
26,213
+111
840
$2.58M 0.01%
79,496
+2,448
841
$2.57M 0.01%
110,493
+23,443
842
$2.56M 0.01%
47,541
+3,792
843
$2.56M 0.01%
210,449
+99,666
844
$2.56M 0.01%
123,196
-4,510
845
$2.55M 0.01%
156,106
+97,092
846
$2.54M 0.01%
33,176
-76,429
847
$2.54M 0.01%
57,215
-18,822
848
$2.54M 0.01%
286,763
+200,471
849
$2.54M 0.01%
166,955
-7,295
850
$2.53M 0.01%
50,313
+13,361
32 33
34
35 36