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
76
$61.4M 0.32%
891,987
+75,379
77
$61M 0.32%
2,348,016
-14,848
78
$60.4M 0.31%
577,511
-50,883
79
$60.4M 0.31%
1,003,758
-127,034
80
$60.1M 0.31%
617,462
-50,952
81
$59.1M 0.31%
1,378,671
+468,543
82
$58.7M 0.31%
4,164,593
-75,767
83
$57.7M 0.3%
302,161
-36,532
84
$57.2M 0.3%
352,476
-1,343
85
$56.6M 0.29%
1,210,338
+105,579
86
$56.5M 0.29%
384,733
-28,852
87
$56.1M 0.29%
480,053
-276,174
88
$54.6M 0.28%
453,769
-68,120
89
$54.5M 0.28%
802,293
-18,047
90
$53.9M 0.28%
99,233
-3,104
91
$53.7M 0.28%
750,945
-10,136
92
$53.3M 0.28%
704,265
-23,702
93
$52M 0.27%
990,574
-161,281
94
$51.7M 0.27%
528,356
+38,030
95
$51.5M 0.27%
391,517
-31,460
96
$51.5M 0.27%
610,779
+41,999
97
$51.5M 0.27%
756,834
+69,124
98
$50.9M 0.26%
712,409
+448,905
99
$50.6M 0.26%
843,436
-62,843
100
$50.6M 0.26%
1,058,428
+92,345
2 3
4
5 6