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
1576
$583K ﹤0.01%
18,108
+595
1577
$582K ﹤0.01%
20,418
+7,592
1578
$582K ﹤0.01%
9,096
+287
1579
$581K ﹤0.01%
54,945
1580
$579K ﹤0.01%
33,630
+1,270
1581
$579K ﹤0.01%
14,449
-1,191
1582
$579K ﹤0.01%
19,192
-8,037
1583
$578K ﹤0.01%
+39,975
1584
$576K ﹤0.01%
16,483
+229
1585
$575K ﹤0.01%
+65,082
1586
$575K ﹤0.01%
34,685
-5,122
1587
$573K ﹤0.01%
8,206
+556
1588
$573K ﹤0.01%
20,133
+1,796
1589
$573K ﹤0.01%
11,614
+923
1590
$571K ﹤0.01%
+42,449
1591
$570K ﹤0.01%
+27,831
1592
$568K ﹤0.01%
+34,060
1593
$567K ﹤0.01%
7,416
+1,655
1594
$567K ﹤0.01%
3,613
+1,905
1595
$566K ﹤0.01%
19,406
-38,252
1596
$566K ﹤0.01%
10,311
-1,939
1597
$566K ﹤0.01%
+15,810
1598
$565K ﹤0.01%
15,711
-3,057
1599
$564K ﹤0.01%
50,898
+33,234
1600
$563K ﹤0.01%
13,588
-6,511
62 63
64
65 66