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
1626
$533K ﹤0.01%
+6,211
1627
$532K ﹤0.01%
22,785
+3,743
1628
$532K ﹤0.01%
21,093
-128,458
1629
$530K ﹤0.01%
11,368
-229
1630
$526K ﹤0.01%
15,684
-44,912
1631
$526K ﹤0.01%
36,625
+25,646
1632
$525K ﹤0.01%
18,084
+6,045
1633
$525K ﹤0.01%
17,485
-6,792
1634
$525K ﹤0.01%
+11,078
1635
$524K ﹤0.01%
8,970
+1,650
1636
$524K ﹤0.01%
1,599
-312
1637
$523K ﹤0.01%
7,633
+122
1638
$522K ﹤0.01%
70,584
-14,490
1639
$522K ﹤0.01%
10,565
+4,250
1640
$521K ﹤0.01%
16,700
-5,800
1641
$520K ﹤0.01%
+4,067
1642
$519K ﹤0.01%
2,745
+170
1643
$519K ﹤0.01%
29,549
-22,724
1644
$518K ﹤0.01%
19,451
+200
1645
$518K ﹤0.01%
4,220
-1,266
1646
$518K ﹤0.01%
21,913
-131,172
1647
$517K ﹤0.01%
4,966
+291
1648
$516K ﹤0.01%
+9,512
1649
$510K ﹤0.01%
14,346
-919
1650
$509K ﹤0.01%
15,157
-225
64 65
66
67 68