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
1126
$1.44M 0.01%
9,620
+275
1127
$1.43M 0.01%
31,696
-2,042
1128
$1.43M 0.01%
44,381
-5,829
1129
$1.43M 0.01%
3,750
-2,335
1130
$1.43M 0.01%
11,555
+4,919
1131
$1.43M 0.01%
67,748
+27,420
1132
$1.42M 0.01%
96,576
+9,397
1133
$1.42M 0.01%
40,268
-199
1134
$1.42M 0.01%
17,908
+2,860
1135
$1.42M 0.01%
4,115
+1,933
1136
$1.42M 0.01%
25,451
-1,841
1137
$1.42M 0.01%
15,368
-20,303
1138
$1.42M 0.01%
52,000
+25,000
1139
$1.41M 0.01%
176,500
1140
$1.4M 0.01%
36,108
+2,048
1141
$1.4M 0.01%
20,441
+3,797
1142
$1.4M 0.01%
22,877
+7,997
1143
$1.4M 0.01%
36,263
+30,641
1144
$1.39M 0.01%
87,099
+36,340
1145
$1.39M 0.01%
27,466
-20,150
1146
$1.38M 0.01%
41,595
+2,190
1147
$1.38M 0.01%
+42,949
1148
$1.38M 0.01%
+56,320
1149
$1.38M 0.01%
43,408
+972
1150
$1.38M 0.01%
18,699
-3,099
44 45
46
47 48