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
1451
$728K ﹤0.01%
45,834
+645
1452
$728K ﹤0.01%
125,568
+62,154
1453
$727K ﹤0.01%
33,412
+968
1454
$724K ﹤0.01%
20,665
+9,465
1455
$724K ﹤0.01%
71,576
+22,601
1456
$724K ﹤0.01%
13,150
+7,901
1457
$721K ﹤0.01%
22,660
-6,310
1458
$721K ﹤0.01%
5,606
+938
1459
$719K ﹤0.01%
20,745
-1,163
1460
$718K ﹤0.01%
39,746
-2,185
1461
$717K ﹤0.01%
16,885
-5,344
1462
$716K ﹤0.01%
14,063
-41,740
1463
$715K ﹤0.01%
26,854
+5,642
1464
$715K ﹤0.01%
6,840
+345
1465
$714K ﹤0.01%
47,674
+18,103
1466
$714K ﹤0.01%
77,834
-1,837
1467
$711K ﹤0.01%
100,977
-3,850
1468
$710K ﹤0.01%
31,336
-2,917
1469
$708K ﹤0.01%
27,143
-15,484
1470
$708K ﹤0.01%
+18,982
1471
$708K ﹤0.01%
21,165
+14,861
1472
$706K ﹤0.01%
22,775
+3,406
1473
$705K ﹤0.01%
10,294
+6,598
1474
$704K ﹤0.01%
6,425
-8,541
1475
$702K ﹤0.01%
+13,260
57 58
59
60 61