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 11.24%
3 Financials 11.12%
4 Industrials 9.2%
5 Consumer Staples 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$604K ﹤0.01%
48,821
+4,463
1552
$604K ﹤0.01%
11,507
+3,532
1553
$604K ﹤0.01%
9,663
+1,272
1554
$602K ﹤0.01%
9,576
+1,126
1555
$601K ﹤0.01%
9,117
+5,019
1556
$601K ﹤0.01%
+15,918
1557
$601K ﹤0.01%
3,766
-1,978
1558
$601K ﹤0.01%
59,038
+274
1559
$599K ﹤0.01%
45,252
+14,307
1560
$599K ﹤0.01%
13,337
+4,079
1561
$598K ﹤0.01%
300
+16
1562
$597K ﹤0.01%
22,312
+1,624
1563
$597K ﹤0.01%
41,515
-6,200
1564
$596K ﹤0.01%
256,904
+192
1565
$596K ﹤0.01%
4,442
-73
1566
$595K ﹤0.01%
+20,740
1567
$594K ﹤0.01%
24,088
+7,309
1568
$593K ﹤0.01%
55,360
-4,956
1569
$592K ﹤0.01%
15,452
+8,920
1570
$590K ﹤0.01%
15,844
+5,769
1571
$589K ﹤0.01%
11,779
+4,705
1572
$589K ﹤0.01%
45,029
+14,927
1573
$588K ﹤0.01%
36,050
-28,356
1574
$586K ﹤0.01%
7,364
+1,725
1575
$583K ﹤0.01%
16,252
+2,518
61 62
63
64 65