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
1101
$1.51M 0.01%
20,974
+1,658
1102
$1.51M 0.01%
62,300
-5,500
1103
$1.51M 0.01%
511,215
+249,880
1104
$1.51M 0.01%
30,581
+3,113
1105
$1.49M 0.01%
+51,225
1106
$1.49M 0.01%
31,961
+3,571
1107
$1.48M 0.01%
30,869
-6,376
1108
$1.48M 0.01%
50,025
+32,383
1109
$1.47M 0.01%
13,090
+12
1110
$1.47M 0.01%
40,004
+9,415
1111
$1.47M 0.01%
191,213
-15,642
1112
$1.47M 0.01%
40,578
+1,042
1113
$1.46M 0.01%
71,513
-57,540
1114
$1.46M 0.01%
20,061
+730
1115
$1.46M 0.01%
15,836
-6,162
1116
$1.46M 0.01%
154,733
+454
1117
$1.46M 0.01%
135,862
+18,286
1118
$1.46M 0.01%
25,531
+897
1119
$1.46M 0.01%
6,272
-7,097
1120
$1.45M 0.01%
60,665
+49,996
1121
$1.45M 0.01%
5,859
-9,585
1122
$1.45M 0.01%
68,659
-41,620
1123
$1.45M 0.01%
117,243
-286,433
1124
$1.45M 0.01%
37,560
+6,145
1125
$1.45M 0.01%
243,076
+23,710
43 44
45
46 47