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 11.24%
3 Financials 11.12%
4 Industrials 9.2%
5 Consumer Staples 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$865K ﹤0.01%
45,929
+35,677
1377
$865K ﹤0.01%
17,393
-241
1378
$864K ﹤0.01%
28,929
-517
1379
$864K ﹤0.01%
22,070
+11,581
1380
$863K ﹤0.01%
5,512
-1,065
1381
$862K ﹤0.01%
19,162
-410
1382
$862K ﹤0.01%
15,222
+11,112
1383
$859K ﹤0.01%
33,322
-1,216
1384
$857K ﹤0.01%
19,583
+12,450
1385
$856K ﹤0.01%
1,617
-365
1386
$856K ﹤0.01%
54,427
+18,816
1387
$854K ﹤0.01%
+33,003
1388
$852K ﹤0.01%
52,296
-14,835
1389
$849K ﹤0.01%
14,366
1390
$849K ﹤0.01%
11,180
+7,874
1391
$844K ﹤0.01%
24,311
+7,871
1392
$837K ﹤0.01%
119,104
-25,595
1393
$837K ﹤0.01%
46,194
+9,559
1394
$836K ﹤0.01%
13,728
+3,731
1395
$836K ﹤0.01%
119,903
+3,074
1396
$833K ﹤0.01%
29,018
+208
1397
$832K ﹤0.01%
+17,167
1398
$830K ﹤0.01%
25,652
+3,799
1399
$830K ﹤0.01%
20,712
-17,438
1400
$829K ﹤0.01%
44,790
-2,135
54 55
56
57 58