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
1326
$953K 0.01%
36,634
-3,363
1327
$944K ﹤0.01%
80,000
1328
$944K ﹤0.01%
15,377
+11,119
1329
$942K ﹤0.01%
37,700
+7,192
1330
$942K ﹤0.01%
15,902
-1,452
1331
$939K ﹤0.01%
61,162
+23,946
1332
$936K ﹤0.01%
18,461
-6,059
1333
$936K ﹤0.01%
74,871
-273
1334
$934K ﹤0.01%
42,550
-896
1335
$932K ﹤0.01%
75,090
+62,786
1336
$928K ﹤0.01%
96,750
+64,850
1337
$928K ﹤0.01%
101,305
-1,345
1338
$927K ﹤0.01%
8,109
+1,195
1339
$924K ﹤0.01%
24,701
-1,110
1340
$923K ﹤0.01%
65,353
-157
1341
$918K ﹤0.01%
16,536
-24
1342
$918K ﹤0.01%
10,762
+663
1343
$918K ﹤0.01%
18,446
-299
1344
$917K ﹤0.01%
22,257
+720
1345
$911K ﹤0.01%
5,816
+993
1346
$905K ﹤0.01%
22,988
-8,446
1347
$904K ﹤0.01%
43,698
+5,703
1348
$903K ﹤0.01%
64,620
-5,048
1349
$903K ﹤0.01%
+57,076
1350
$902K ﹤0.01%
25,795
+2,751
52 53
54
55 56