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
1501
$659K ﹤0.01%
37,850
-20,849
1502
$659K ﹤0.01%
36,776
+5,423
1503
$658K ﹤0.01%
24,516
+3,708
1504
$658K ﹤0.01%
6,506
+1,729
1505
$657K ﹤0.01%
15,148
+8,499
1506
$656K ﹤0.01%
14,528
+7,478
1507
$655K ﹤0.01%
21,441
+7,412
1508
$652K ﹤0.01%
22,053
+2,995
1509
$652K ﹤0.01%
+25,636
1510
$651K ﹤0.01%
92,432
+62,933
1511
$650K ﹤0.01%
35,994
+857
1512
$647K ﹤0.01%
20,792
-994
1513
$642K ﹤0.01%
67,353
+32,953
1514
$641K ﹤0.01%
27,134
+4,321
1515
$639K ﹤0.01%
+61,073
1516
$637K ﹤0.01%
76,010
+10,967
1517
$635K ﹤0.01%
+47,504
1518
$635K ﹤0.01%
12,422
-761
1519
$633K ﹤0.01%
18,768
-1,297
1520
$631K ﹤0.01%
29,512
+9,824
1521
$630K ﹤0.01%
8,283
+5,308
1522
$629K ﹤0.01%
15,824
-1,040
1523
$628K ﹤0.01%
7,123
+972
1524
$626K ﹤0.01%
5,603
+234
1525
$625K ﹤0.01%
+33,658
59 60
61
62 63