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
926
$2.2M 0.01%
81,046
-413,237
927
$2.2M 0.01%
190,188
+16,669
928
$2.19M 0.01%
18,452
+13,093
929
$2.19M 0.01%
33,991
+4,370
930
$2.19M 0.01%
55,853
-71,663
931
$2.19M 0.01%
148,543
-1,068
932
$2.18M 0.01%
103,802
-63,859
933
$2.18M 0.01%
115,750
-1,062
934
$2.18M 0.01%
63,018
-1,400
935
$2.18M 0.01%
+85,233
936
$2.18M 0.01%
141,272
+10,504
937
$2.17M 0.01%
55,802
+34,083
938
$2.17M 0.01%
38,583
+3,803
939
$2.16M 0.01%
76,330
+449
940
$2.16M 0.01%
146,542
-726
941
$2.16M 0.01%
89,099
+12,685
942
$2.13M 0.01%
+124,013
943
$2.13M 0.01%
23,461
-30,858
944
$2.13M 0.01%
69,419
+23,213
945
$2.12M 0.01%
447,040
+19,888
946
$2.12M 0.01%
64,432
+4,928
947
$2.12M 0.01%
49,899
+5,480
948
$2.1M 0.01%
+54,675
949
$2.09M 0.01%
72,614
+7,914
950
$2.09M 0.01%
160,821
+5,078
36 37
38
39 40