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
1476
$698K ﹤0.01%
14,350
-15,865
1477
$696K ﹤0.01%
40,574
+1,048
1478
$692K ﹤0.01%
19,468
+1,844
1479
$691K ﹤0.01%
31,386
+18,573
1480
$688K ﹤0.01%
50,462
-5,329
1481
$688K ﹤0.01%
+29,743
1482
$687K ﹤0.01%
53,247
-2,818
1483
$679K ﹤0.01%
27,150
+5,500
1484
$678K ﹤0.01%
29,853
-4,976
1485
$678K ﹤0.01%
33,851
-841
1486
$678K ﹤0.01%
20,500
+500
1487
$675K ﹤0.01%
39,950
+12,694
1488
$672K ﹤0.01%
18,618
+1,836
1489
$672K ﹤0.01%
8,029
-509
1490
$671K ﹤0.01%
+39,093
1491
$671K ﹤0.01%
+22,249
1492
$667K ﹤0.01%
+7,390
1493
$666K ﹤0.01%
31,711
+7
1494
$663K ﹤0.01%
24,548
+406
1495
$663K ﹤0.01%
17,944
+7,499
1496
$663K ﹤0.01%
+14,608
1497
$663K ﹤0.01%
27,364
-19,119
1498
$662K ﹤0.01%
643,280
-18,447
1499
$661K ﹤0.01%
19,751
+193
1500
$661K ﹤0.01%
32,171
-3,488
58 59
60
61 62