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
1276
$1.05M 0.01%
+29,850
1277
$1.04M 0.01%
+33,759
1278
$1.04M 0.01%
28,860
+6,436
1279
$1.04M 0.01%
+15,170
1280
$1.04M 0.01%
18,003
-4,249
1281
$1.04M 0.01%
160,085
+92,494
1282
$1.04M 0.01%
28,556
+13,696
1283
$1.04M 0.01%
56,140
+13,486
1284
$1.03M 0.01%
81,562
+3,086
1285
$1.03M 0.01%
74,844
-12,657
1286
$1.03M 0.01%
26,351
+14,559
1287
$1.03M 0.01%
9,759
+609
1288
$1.03M 0.01%
39,169
-1,434
1289
$1.03M 0.01%
56,334
+23,023
1290
$1.03M 0.01%
12,710
+3,465
1291
$1.02M 0.01%
40,754
-175
1292
$1.02M 0.01%
250,498
-2,608
1293
$1.02M 0.01%
30,121
+19,559
1294
$1.02M 0.01%
+6,779
1295
$1.02M 0.01%
59,710
+39,845
1296
$1.02M 0.01%
16,242
+5,987
1297
$1.02M 0.01%
23,745
+5,824
1298
$1.02M 0.01%
40,588
+10,277
1299
$1.02M 0.01%
17,865
+3,808
1300
$1.02M 0.01%
36,400
+14,797
50 51
52
53 54