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
1026
$1.75M 0.01%
64,784
+19,161
1027
$1.74M 0.01%
11,873
+4,362
1028
$1.74M 0.01%
42,575
+2,677
1029
$1.74M 0.01%
47,548
+2,968
1030
$1.73M 0.01%
41,764
+548
1031
$1.73M 0.01%
21,477
+4,539
1032
$1.73M 0.01%
79,830
+24,291
1033
$1.72M 0.01%
124,570
+3,998
1034
$1.72M 0.01%
128,128
+14,360
1035
$1.71M 0.01%
109,892
-1,477
1036
$1.7M 0.01%
67,617
-187,484
1037
$1.7M 0.01%
65,360
-1,810
1038
$1.7M 0.01%
82,110
+18,180
1039
$1.7M 0.01%
47,953
+5,419
1040
$1.7M 0.01%
165,919
-3,000
1041
$1.7M 0.01%
60,609
+37,901
1042
$1.68M 0.01%
22,566
-583
1043
$1.68M 0.01%
18,525
+1,207
1044
$1.67M 0.01%
106,242
+2,322
1045
$1.66M 0.01%
106,889
+27,968
1046
$1.66M 0.01%
31,755
+13,202
1047
$1.66M 0.01%
23,693
+1,377
1048
$1.66M 0.01%
37,717
-2,232
1049
$1.66M 0.01%
44,904
+3,184
1050
$1.66M 0.01%
41,810
-3,264
40 41
42
43 44