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
1001
$1.84M 0.01%
66,300
-2,797
1002
$1.84M 0.01%
150,617
-1,925
1003
$1.83M 0.01%
352,535
-15,370
1004
$1.83M 0.01%
90,093
+93
1005
$1.83M 0.01%
292,849
+272,032
1006
$1.82M 0.01%
38,789
+17,076
1007
$1.82M 0.01%
120,865
+15,305
1008
$1.82M 0.01%
70,292
-2,765
1009
$1.82M 0.01%
91,238
-2,683
1010
$1.82M 0.01%
49,352
+16,274
1011
$1.82M 0.01%
37,883
+1,894
1012
$1.81M 0.01%
62,515
+39,143
1013
$1.81M 0.01%
14,421
+894
1014
$1.8M 0.01%
68,937
+21,337
1015
$1.8M 0.01%
145,360
-66,263
1016
$1.79M 0.01%
27,057
+23,597
1017
$1.79M 0.01%
50,259
+7,521
1018
$1.78M 0.01%
126,279
-5,935
1019
$1.78M 0.01%
133,465
-2,541
1020
$1.78M 0.01%
92,590
+12,973
1021
$1.77M 0.01%
+119,989
1022
$1.77M 0.01%
191,690
+37,210
1023
$1.77M 0.01%
70,097
+22,291
1024
$1.76M 0.01%
35,406
-1,309
1025
$1.75M 0.01%
27,875
-583
39 40
41
42 43