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
1676
$492K ﹤0.01%
21,465
-300
1677
$491K ﹤0.01%
6,274
-3,350
1678
$490K ﹤0.01%
11,357
+4,536
1679
$487K ﹤0.01%
20,207
+9,259
1680
$486K ﹤0.01%
39,513
-607
1681
$486K ﹤0.01%
389
-23
1682
$485K ﹤0.01%
79,632
-40,829
1683
$484K ﹤0.01%
+18,485
1684
$484K ﹤0.01%
9,237
+871
1685
$482K ﹤0.01%
38,068
+6,388
1686
$481K ﹤0.01%
14,565
+2,305
1687
$481K ﹤0.01%
3,790
+445
1688
$481K ﹤0.01%
118,830
-11,390
1689
$478K ﹤0.01%
+34,065
1690
$478K ﹤0.01%
+2,723
1691
$478K ﹤0.01%
10,268
+3,459
1692
$476K ﹤0.01%
11,423
-1,996
1693
$476K ﹤0.01%
16,134
-2,696
1694
$475K ﹤0.01%
27,499
-13,710
1695
$475K ﹤0.01%
28,575
+557
1696
$471K ﹤0.01%
24,846
-30,000
1697
$470K ﹤0.01%
17,219
+5,930
1698
$469K ﹤0.01%
4,408
-1,581
1699
$469K ﹤0.01%
47,174
-4,083
1700
$466K ﹤0.01%
12,752
-6,030
66 67
68
69 70