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
1201
$1.22M 0.01%
25,309
-2,147
1202
$1.22M 0.01%
19,116
-4,880
1203
$1.22M 0.01%
55,053
+337
1204
$1.21M 0.01%
38,183
-1,916
1205
$1.21M 0.01%
25,483
-3,142
1206
$1.21M 0.01%
23,656
+2,218
1207
$1.21M 0.01%
65,854
+23,128
1208
$1.21M 0.01%
+51,780
1209
$1.2M 0.01%
+11,878
1210
$1.2M 0.01%
6,418
-612
1211
$1.19M 0.01%
29,583
-267
1212
$1.19M 0.01%
35,910
+12,357
1213
$1.19M 0.01%
124,095
-43,697
1214
$1.19M 0.01%
68,806
-19,930
1215
$1.19M 0.01%
63,817
-30,445
1216
$1.18M 0.01%
89,570
-5,600
1217
$1.18M 0.01%
+63,725
1218
$1.18M 0.01%
62,384
-10,880
1219
$1.17M 0.01%
+74,227
1220
$1.17M 0.01%
29,182
-23,590
1221
$1.17M 0.01%
42,679
+29,210
1222
$1.17M 0.01%
+43,813
1223
$1.17M 0.01%
49,458
-5,250
1224
$1.17M 0.01%
34,607
+17,905
1225
$1.16M 0.01%
10,788
+2,040
47 48
49
50 51