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
1526
$624K ﹤0.01%
7,512
1527
$624K ﹤0.01%
+23,755
1528
$624K ﹤0.01%
8,570
-164
1529
$623K ﹤0.01%
+43,161
1530
$622K ﹤0.01%
15,951
+104
1531
$620K ﹤0.01%
72,073
-42,791
1532
$619K ﹤0.01%
54,384
-398
1533
$619K ﹤0.01%
10,288
+2,873
1534
$618K ﹤0.01%
64,565
+47,469
1535
$618K ﹤0.01%
18,850
+850
1536
$617K ﹤0.01%
+34,257
1537
$617K ﹤0.01%
350,524
-17,488
1538
$616K ﹤0.01%
23,227
-342
1539
$615K ﹤0.01%
20,726
-1,636
1540
$614K ﹤0.01%
+16,368
1541
$613K ﹤0.01%
6,873
+273
1542
$611K ﹤0.01%
10,909
-222
1543
$610K ﹤0.01%
9,397
-16,938
1544
$608K ﹤0.01%
14,169
+1,658
1545
$608K ﹤0.01%
10,903
-186
1546
$607K ﹤0.01%
20,215
+275
1547
$606K ﹤0.01%
14,196
+663
1548
$605K ﹤0.01%
10,764
+950
1549
$605K ﹤0.01%
57,268
-12,787
1550
$605K ﹤0.01%
27,175
-37
60 61
62
63 64