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
1051
$1.66M 0.01%
63,889
-18,127
1052
$1.65M 0.01%
55,078
+11,403
1053
$1.65M 0.01%
73,371
+358
1054
$1.65M 0.01%
12,296
+181
1055
$1.65M 0.01%
22,922
+5,293
1056
$1.64M 0.01%
8,370
+278
1057
$1.63M 0.01%
+35,255
1058
$1.63M 0.01%
29,514
-1,664
1059
$1.63M 0.01%
+50,045
1060
$1.63M 0.01%
71,492
+4,484
1061
$1.63M 0.01%
127,501
+77,869
1062
$1.63M 0.01%
40,971
+26,634
1063
$1.63M 0.01%
21,253
+282
1064
$1.63M 0.01%
38,197
-1,772
1065
$1.63M 0.01%
20,230
-3,751
1066
$1.62M 0.01%
27,554
+2,822
1067
$1.62M 0.01%
67,359
-8,298
1068
$1.62M 0.01%
+25,983
1069
$1.62M 0.01%
370,584
+39,323
1070
$1.61M 0.01%
56,516
-6,446
1071
$1.61M 0.01%
100,824
+30,824
1072
$1.61M 0.01%
8,725
+1,296
1073
$1.6M 0.01%
79,379
-3,982
1074
$1.59M 0.01%
16,523
-1,038
1075
$1.59M 0.01%
+53,057
41 42
43
44 45