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
901
$2.31M 0.01%
+46,558
902
$2.31M 0.01%
54,258
+31,483
903
$2.31M 0.01%
142,398
-2,797
904
$2.3M 0.01%
42,981
-8,226
905
$2.3M 0.01%
81,674
+11,190
906
$2.3M 0.01%
174,082
+33,790
907
$2.29M 0.01%
70,216
+45,357
908
$2.29M 0.01%
64,088
-1,716
909
$2.29M 0.01%
25,272
+17,541
910
$2.29M 0.01%
22,295
-33,962
911
$2.28M 0.01%
93,978
+3,251
912
$2.27M 0.01%
20,435
+13,856
913
$2.25M 0.01%
248,860
+31,672
914
$2.25M 0.01%
121,724
+3,292
915
$2.24M 0.01%
139,827
+2,360
916
$2.23M 0.01%
57,769
+42,692
917
$2.23M 0.01%
103,041
-20,406
918
$2.23M 0.01%
71,772
-4,985
919
$2.23M 0.01%
61,747
+23,412
920
$2.22M 0.01%
54,776
-25,131
921
$2.22M 0.01%
279,554
+36,821
922
$2.22M 0.01%
66,298
+5,143
923
$2.21M 0.01%
28,409
+6,325
924
$2.2M 0.01%
50,923
+30,208
925
$2.2M 0.01%
130,395
-11,640
35 36
37
38 39