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
126
$38.3M 0.2%
618,066
+19,592
127
$37.2M 0.19%
1,063,367
+6,281
128
$37M 0.19%
195,469
+7,506
129
$36.1M 0.19%
242,573
+17,526
130
$36M 0.19%
258,265
+48,632
131
$35.9M 0.19%
385,235
-13,245
132
$35.4M 0.18%
626,978
+2,914
133
$34.6M 0.18%
428,611
+5,867
134
$34.5M 0.18%
533,953
+34,853
135
$34.4M 0.18%
1,253,152
+53,260
136
$34.4M 0.18%
228,783
+25,091
137
$33.8M 0.18%
616,576
+31,153
138
$33.8M 0.18%
1,008,521
-97,532
139
$33.6M 0.17%
748,408
+83,726
140
$33M 0.17%
356,277
-8,041
141
$32.8M 0.17%
168,910
+21,004
142
$32.8M 0.17%
1,015,159
-32,926
143
$32.6M 0.17%
1,935,747
+328,893
144
$32.4M 0.17%
334,259
-93,704
145
$32.2M 0.17%
420,463
+55,682
146
$31.9M 0.17%
742,860
+139,351
147
$31.3M 0.16%
273,380
+174,539
148
$30.7M 0.16%
916,945
-34,928
149
$30.7M 0.16%
1,088,288
+658,082
150
$30.3M 0.16%
827,037
+47,300
4 5
6
7 8