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
1226
$1.16M 0.01%
+101,250
1227
$1.16M 0.01%
20,761
-63,593
1228
$1.16M 0.01%
27,231
+4,151
1229
$1.15M 0.01%
56,458
-3,911
1230
$1.15M 0.01%
30,873
-35,842
1231
$1.15M 0.01%
24,836
+634
1232
$1.15M 0.01%
27,205
+1,385
1233
$1.14M 0.01%
28,235
+3,535
1234
$1.14M 0.01%
30,482
+514
1235
$1.14M 0.01%
31,973
+712
1236
$1.14M 0.01%
31,095
+120
1237
$1.13M 0.01%
401
+224
1238
$1.12M 0.01%
12,561
+5,143
1239
$1.12M 0.01%
53,268
+557
1240
$1.12M 0.01%
17,590
+861
1241
$1.12M 0.01%
61,872
+45,402
1242
$1.12M 0.01%
41,085
+14,170
1243
$1.12M 0.01%
48,690
-63,238
1244
$1.12M 0.01%
66,120
+29,735
1245
$1.11M 0.01%
8,770
+520
1246
$1.11M 0.01%
+34,136
1247
$1.11M 0.01%
82,295
-13,209
1248
$1.1M 0.01%
17,126
+2,150
1249
$1.09M 0.01%
27,938
-2,851
1250
$1.09M 0.01%
17,909
-133
48 49
50
51 52