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
951
$2.08M 0.01%
334,715
-19,279
952
$2.08M 0.01%
63,838
-888
953
$2.08M 0.01%
+24,783
954
$2.07M 0.01%
47,386
+420
955
$2.07M 0.01%
93,019
+5,701
956
$2.06M 0.01%
12,774
+1,603
957
$2.04M 0.01%
130,455
+10,000
958
$2.04M 0.01%
47,956
+714
959
$2.02M 0.01%
42,824
-715
960
$2.02M 0.01%
49,176
-2,357
961
$2.02M 0.01%
62,206
-6,184
962
$2.01M 0.01%
192,964
-11,012
963
$2M 0.01%
+17,513
964
$2M 0.01%
143,811
-30,329
965
$2M 0.01%
58,383
+25,458
966
$1.99M 0.01%
110,475
-34,105
967
$1.98M 0.01%
60,241
-1,450
968
$1.98M 0.01%
52,133
-60,242
969
$1.98M 0.01%
46,354
+870
970
$1.97M 0.01%
34,323
-15,414
971
$1.97M 0.01%
42,118
+4,977
972
$1.97M 0.01%
56,813
+15,592
973
$1.96M 0.01%
43,401
+13,993
974
$1.96M 0.01%
10,585
+712
975
$1.95M 0.01%
248,912
+35,782
37 38
39
40 41