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
1701
$466K ﹤0.01%
1,944
-146
1702
$466K ﹤0.01%
16,567
-24,733
1703
$466K ﹤0.01%
37,019
+4,126
1704
$465K ﹤0.01%
4,935
+305
1705
$463K ﹤0.01%
4,240
+220
1706
$463K ﹤0.01%
+10,718
1707
$462K ﹤0.01%
12,237
+868
1708
$462K ﹤0.01%
9,301
+1,557
1709
$462K ﹤0.01%
18,717
-22,044
1710
$460K ﹤0.01%
24,137
+4,947
1711
$458K ﹤0.01%
33,132
-21,910
1712
$457K ﹤0.01%
49,257
-4,682
1713
$457K ﹤0.01%
54,480
+8,846
1714
$457K ﹤0.01%
+39,178
1715
$455K ﹤0.01%
22,579
-9,571
1716
$454K ﹤0.01%
13,987
-70,900
1717
$454K ﹤0.01%
18,644
+2,348
1718
$454K ﹤0.01%
33,892
+12,136
1719
$453K ﹤0.01%
21,850
+1,695
1720
$451K ﹤0.01%
9,485
-368
1721
$449K ﹤0.01%
45,329
-1,652
1722
$449K ﹤0.01%
33,544
-2,145
1723
$447K ﹤0.01%
+14,968
1724
$445K ﹤0.01%
20,694
+2,931
1725
$445K ﹤0.01%
+19,220
67 68
69
70 71