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
1151
$1.38M 0.01%
27,726
+1,360
1152
$1.38M 0.01%
79,928
+59,334
1153
$1.37M 0.01%
52,158
+1,201
1154
$1.37M 0.01%
92,411
-63,191
1155
$1.37M 0.01%
76,901
-24,608
1156
$1.37M 0.01%
110,893
+37,408
1157
$1.37M 0.01%
62,063
+32,248
1158
$1.36M 0.01%
115,655
-36,303
1159
$1.36M 0.01%
18,215
+12,604
1160
$1.36M 0.01%
+96,351
1161
$1.35M 0.01%
32,807
+19,801
1162
$1.35M 0.01%
+14,341
1163
$1.34M 0.01%
20,739
+2,665
1164
$1.34M 0.01%
53,730
+9,805
1165
$1.33M 0.01%
89,471
-21,870
1166
$1.32M 0.01%
100,382
+650
1167
$1.31M 0.01%
48,657
-1,001,573
1168
$1.31M 0.01%
78,040
+65,534
1169
$1.31M 0.01%
16,678
+8,412
1170
$1.31M 0.01%
53,671
-11,210
1171
$1.3M 0.01%
9,788
-1,723
1172
$1.3M 0.01%
68,167
+15,354
1173
$1.29M 0.01%
31,159
-3,470
1174
$1.29M 0.01%
22,153
+13,101
1175
$1.29M 0.01%
48,544
+37,603
45 46
47
48 49