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
1401
$828K ﹤0.01%
22,213
+2,613
1402
$827K ﹤0.01%
31,111
+13,874
1403
$825K ﹤0.01%
502
-141
1404
$823K ﹤0.01%
20,527
+165
1405
$822K ﹤0.01%
175,690
1406
$821K ﹤0.01%
15,530
+2,287
1407
$819K ﹤0.01%
+48,612
1408
$817K ﹤0.01%
9,001
+1,913
1409
$817K ﹤0.01%
24,521
-43,069
1410
$816K ﹤0.01%
6,215
+1,158
1411
$812K ﹤0.01%
130,380
-38,375
1412
$809K ﹤0.01%
22,888
+12,197
1413
$809K ﹤0.01%
70,324
+1,224
1414
$808K ﹤0.01%
22,456
-495
1415
$808K ﹤0.01%
33,624
+1,473
1416
$806K ﹤0.01%
9,935
+2,185
1417
$806K ﹤0.01%
12,045
+3,405
1418
$800K ﹤0.01%
46,003
-28,637
1419
$794K ﹤0.01%
17,495
-514
1420
$794K ﹤0.01%
+23,254
1421
$794K ﹤0.01%
16,672
-1,719
1422
$793K ﹤0.01%
+17,078
1423
$792K ﹤0.01%
62,925
-1,455
1424
$791K ﹤0.01%
218,722
+199,940
1425
$789K ﹤0.01%
+14,773
55 56
57
58 59