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
876
$2.39M 0.01%
75,415
-115,458
877
$2.39M 0.01%
57,624
+14,396
878
$2.39M 0.01%
44,447
+12,762
879
$2.39M 0.01%
53,061
-16,255
880
$2.39M 0.01%
15,858
+954
881
$2.36M 0.01%
12,478
+1,219
882
$2.35M 0.01%
117,720
+1,268
883
$2.35M 0.01%
299,022
-47,436
884
$2.35M 0.01%
37,266
+2,023
885
$2.35M 0.01%
163,849
+37,699
886
$2.35M 0.01%
67,368
+8,816
887
$2.35M 0.01%
40,632
-1,159
888
$2.35M 0.01%
101,458
+60,506
889
$2.34M 0.01%
62,343
-23,249
890
$2.34M 0.01%
122,533
-2,278
891
$2.34M 0.01%
44,535
+18,547
892
$2.33M 0.01%
156,562
+20,000
893
$2.33M 0.01%
95,638
+5,355
894
$2.33M 0.01%
87,920
-2,025
895
$2.33M 0.01%
+80,160
896
$2.33M 0.01%
75,536
+7,630
897
$2.32M 0.01%
60,054
+7,629
898
$2.32M 0.01%
76,187
+1,862
899
$2.32M 0.01%
48,528
-14,842
900
$2.31M 0.01%
171,881
+983
34 35
36
37 38