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
1426
$789K ﹤0.01%
12,511
-1,011
1427
$786K ﹤0.01%
32,575
+2,204
1428
$783K ﹤0.01%
69,170
+10,452
1429
$780K ﹤0.01%
23,391
+8,165
1430
$778K ﹤0.01%
46,782
-14,276
1431
$774K ﹤0.01%
7,563
+516
1432
$769K ﹤0.01%
4,393
+1,758
1433
$767K ﹤0.01%
16,541
+7,541
1434
$767K ﹤0.01%
36,184
+123
1435
$766K ﹤0.01%
41,210
+2,290
1436
$760K ﹤0.01%
45,788
-144,090
1437
$759K ﹤0.01%
10,339
-1,447
1438
$758K ﹤0.01%
50,725
+14,281
1439
$756K ﹤0.01%
255,711
-20,098
1440
$754K ﹤0.01%
21,732
-13,370
1441
$753K ﹤0.01%
30,383
+132
1442
$752K ﹤0.01%
16,143
-12,080
1443
$748K ﹤0.01%
52,570
-110,425
1444
$747K ﹤0.01%
10,422
-124
1445
$747K ﹤0.01%
17,521
-2,528
1446
$745K ﹤0.01%
12,092
+3,519
1447
$741K ﹤0.01%
58,058
+35,125
1448
$738K ﹤0.01%
103,462
-31,434
1449
$735K ﹤0.01%
12,538
+5,542
1450
$732K ﹤0.01%
10,074
-925
56 57
58
59 60