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
1251
$1.09M 0.01%
+39,854
1252
$1.09M 0.01%
10,235
-11,810
1253
$1.08M 0.01%
79,446
-7,434
1254
$1.08M 0.01%
82,463
-9,706
1255
$1.08M 0.01%
+39,532
1256
$1.08M 0.01%
42,000
-16,863
1257
$1.08M 0.01%
24,239
-647
1258
$1.08M 0.01%
41,808
-131,488
1259
$1.08M 0.01%
61,089
+47,062
1260
$1.08M 0.01%
102,311
+34,404
1261
$1.08M 0.01%
66,729
+5,901
1262
$1.08M 0.01%
29,978
-2,565
1263
$1.08M 0.01%
42,764
+584
1264
$1.07M 0.01%
48,087
+14,147
1265
$1.07M 0.01%
+53,846
1266
$1.07M 0.01%
60,147
-15,604
1267
$1.07M 0.01%
68,275
+31,715
1268
$1.07M 0.01%
34,986
+23,753
1269
$1.07M 0.01%
140,071
-3,331
1270
$1.06M 0.01%
39,928
+4,309
1271
$1.06M 0.01%
19,807
+1,754
1272
$1.06M 0.01%
29,000
+19,790
1273
$1.06M 0.01%
52,300
+800
1274
$1.05M 0.01%
9,408
+908
1275
$1.05M 0.01%
20,551
+10,527
49 50
51
52 53