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
1176
$1.29M 0.01%
32,258
+773
1177
$1.29M 0.01%
75,000
+10,000
1178
$1.29M 0.01%
47,177
+13,666
1179
$1.29M 0.01%
+94,031
1180
$1.28M 0.01%
18,574
+8,232
1181
$1.28M 0.01%
42,664
+21,806
1182
$1.28M 0.01%
+24,885
1183
$1.28M 0.01%
192,780
-20,000
1184
$1.28M 0.01%
71,084
+56,225
1185
$1.28M 0.01%
33,286
+27,703
1186
$1.27M 0.01%
46,263
-3,627
1187
$1.27M 0.01%
84,626
-3,227
1188
$1.26M 0.01%
63,679
-6,835
1189
$1.26M 0.01%
61,008
-1,782
1190
$1.25M 0.01%
+78,133
1191
$1.25M 0.01%
37,453
+281
1192
$1.25M 0.01%
106,074
+52,592
1193
$1.25M 0.01%
48,522
+29,633
1194
$1.25M 0.01%
12,228
-313
1195
$1.24M 0.01%
142,340
+6,701
1196
$1.24M 0.01%
23,000
+9,900
1197
$1.23M 0.01%
172,725
+49,975
1198
$1.23M 0.01%
17,138
-91
1199
$1.23M 0.01%
84,301
-3,180
1200
$1.22M 0.01%
29,957
+1,514
46 47
48
49 50