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
1351
$902K ﹤0.01%
19,396
+1,672
1352
$898K ﹤0.01%
27,781
+9,412
1353
$892K ﹤0.01%
9,545
+3,390
1354
$892K ﹤0.01%
66,971
-1,507
1355
$891K ﹤0.01%
19,704
+2,697
1356
$889K ﹤0.01%
22,191
+5,823
1357
$888K ﹤0.01%
100,139
-150
1358
$888K ﹤0.01%
28,610
-805
1359
$886K ﹤0.01%
153,596
+3,405
1360
$886K ﹤0.01%
86,664
-11,069
1361
$885K ﹤0.01%
14,422
+1,435
1362
$885K ﹤0.01%
72,604
+5,380
1363
$884K ﹤0.01%
+32,435
1364
$883K ﹤0.01%
80,504
-5,385
1365
$881K ﹤0.01%
26,689
-1,723
1366
$878K ﹤0.01%
73,800
-7,365
1367
$877K ﹤0.01%
7,276
+3,257
1368
$877K ﹤0.01%
9,884
+324
1369
$875K ﹤0.01%
17,660
+4,782
1370
$872K ﹤0.01%
14,761
-2,373
1371
$871K ﹤0.01%
14,654
+434
1372
$870K ﹤0.01%
+9,093
1373
$870K ﹤0.01%
15,494
1374
$869K ﹤0.01%
35,399
+20,945
1375
$868K ﹤0.01%
3,803
+1,921
53 54
55
56 57