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
1301
$1.01M 0.01%
56,598
+12,821
1302
$996K 0.01%
34,132
-1,168
1303
$995K 0.01%
33,631
-134,116
1304
$994K 0.01%
38,696
-5,595
1305
$994K 0.01%
20,564
-169
1306
$993K 0.01%
17,652
-1,233
1307
$993K 0.01%
101,022
-27,893
1308
$989K 0.01%
28,340
-87
1309
$988K 0.01%
32,734
+9,082
1310
$987K 0.01%
211,821
-30,789
1311
$986K 0.01%
14,698
+3,355
1312
$983K 0.01%
+73,352
1313
$981K 0.01%
32,822
+5,499
1314
$981K 0.01%
+23,627
1315
$979K 0.01%
104,201
-39,460
1316
$978K 0.01%
32,210
+150
1317
$977K 0.01%
63,670
+710
1318
$976K 0.01%
25,966
-35,603
1319
$974K 0.01%
33,142
-2,770
1320
$971K 0.01%
32,958
+829
1321
$971K 0.01%
52,912
-89,565
1322
$968K 0.01%
71,330
+47,999
1323
$966K 0.01%
28,420
-82,772
1324
$965K 0.01%
21,650
-19,670
1325
$955K 0.01%
19,235
+3,900
51 52
53
54 55