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
1076
$1.58M 0.01%
45,829
+9,162
1077
$1.58M 0.01%
36,508
+6,754
1078
$1.58M 0.01%
84,556
+69,461
1079
$1.57M 0.01%
50,996
-2,398
1080
$1.57M 0.01%
132,727
-513,639
1081
$1.56M 0.01%
58,474
-19,547
1082
$1.56M 0.01%
40,160
+460
1083
$1.56M 0.01%
223,958
-6,809
1084
$1.55M 0.01%
+32,588
1085
$1.55M 0.01%
41,357
+10,731
1086
$1.54M 0.01%
104,014
+7,449
1087
$1.54M 0.01%
12,143
+6,519
1088
$1.54M 0.01%
78,921
-9,482
1089
$1.53M 0.01%
64,769
+19,133
1090
$1.53M 0.01%
89,556
+11,343
1091
$1.53M 0.01%
+16,723
1092
$1.53M 0.01%
+36,707
1093
$1.53M 0.01%
178,103
-30,733
1094
$1.52M 0.01%
48,822
+8,804
1095
$1.52M 0.01%
101,869
+39,159
1096
$1.52M 0.01%
61,926
+13,708
1097
$1.52M 0.01%
53,596
+4,197
1098
$1.52M 0.01%
28,367
-8,831
1099
$1.52M 0.01%
16,102
+2,389
1100
$1.51M 0.01%
63,110
-690
42 43
44
45 46