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
976
$1.95M 0.01%
29,003
+7,991
977
$1.95M 0.01%
39,114
+6,513
978
$1.94M 0.01%
99,873
+6,438
979
$1.93M 0.01%
144,579
+127,240
980
$1.92M 0.01%
109,596
-9,842
981
$1.92M 0.01%
36,393
+900
982
$1.92M 0.01%
39,968
+2,216
983
$1.91M 0.01%
33,687
+4,099
984
$1.91M 0.01%
92,564
+19,739
985
$1.91M 0.01%
93,216
+15,168
986
$1.91M 0.01%
61,330
+24,344
987
$1.9M 0.01%
18,958
+14,321
988
$1.9M 0.01%
1,635
+198
989
$1.9M 0.01%
29,372
-188
990
$1.89M 0.01%
265,645
-52,541
991
$1.89M 0.01%
42,932
-4,537
992
$1.88M 0.01%
768,410
+65,820
993
$1.88M 0.01%
92,347
+75,679
994
$1.87M 0.01%
26,692
+1,898
995
$1.87M 0.01%
16,724
+517
996
$1.86M 0.01%
+64,193
997
$1.85M 0.01%
23,919
+541
998
$1.85M 0.01%
53,465
+12,922
999
$1.85M 0.01%
22,903
+2,180
1000
$1.85M 0.01%
23,906
-2,908
38 39
40
41 42