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
1601
$563K ﹤0.01%
14,598
1602
$563K ﹤0.01%
12,490
-2,215
1603
$559K ﹤0.01%
6,306
-21
1604
$558K ﹤0.01%
19,056
+3,100
1605
$558K ﹤0.01%
21,476
-1,420
1606
$557K ﹤0.01%
11,401
-581
1607
$557K ﹤0.01%
101,026
+63,262
1608
$557K ﹤0.01%
35,734
-1,968
1609
$556K ﹤0.01%
6,576
+474
1610
$554K ﹤0.01%
5,152
-348
1611
$554K ﹤0.01%
24,518
-2,107
1612
$553K ﹤0.01%
+11,457
1613
$551K ﹤0.01%
20,378
-42,080
1614
$547K ﹤0.01%
5,811
-73
1615
$546K ﹤0.01%
76,768
-106,997
1616
$546K ﹤0.01%
7,119
+100
1617
$546K ﹤0.01%
40,831
+20,307
1618
$545K ﹤0.01%
16,341
+988
1619
$540K ﹤0.01%
55,227
-13,868
1620
$539K ﹤0.01%
25,091
+6,220
1621
$538K ﹤0.01%
38,853
+26,851
1622
$537K ﹤0.01%
6,034
-112
1623
$535K ﹤0.01%
28,694
-2,655
1624
$534K ﹤0.01%
23,058
+3,732
1625
$533K ﹤0.01%
+7,688
63 64
65
66 67