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
101
$49.5M 0.26%
1,463,320
+164,920
102
$48.8M 0.25%
466,947
+56,130
103
$48.5M 0.25%
1,671,604
-164,056
104
$48.1M 0.25%
498,827
+2,864
105
$47.3M 0.25%
614,586
+34,176
106
$47M 0.24%
373,569
+15,661
107
$46.5M 0.24%
799,132
-56,823
108
$46.5M 0.24%
151,666
-6
109
$46M 0.24%
539,358
+130,398
110
$45.4M 0.24%
145,179
+27,073
111
$44.5M 0.23%
369,601
-17,069
112
$44.3M 0.23%
356,156
-13,384
113
$44.2M 0.23%
673,964
+43,175
114
$43.5M 0.23%
1,278,422
+320,841
115
$42.9M 0.22%
380,576
+110,482
116
$42.3M 0.22%
1,801,844
+203,162
117
$41.4M 0.22%
2,028,198
-523,203
118
$40.2M 0.21%
1,100,211
-81,636
119
$39.9M 0.21%
418,275
-16,870
120
$39.9M 0.21%
414,795
+73,340
121
$39.9M 0.21%
524,322
-69,107
122
$39.5M 0.21%
735,780
-58,250
123
$39M 0.2%
586,057
-184,290
124
$39M 0.2%
606,319
-23,234
125
$38.5M 0.2%
529,065
+68,696
3 4
5
6 7