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
151
$29M 0.15%
262,432
+141,174
152
$28.9M 0.15%
555,087
-74,977
153
$28.6M 0.15%
364,675
+7,894
154
$28.4M 0.15%
410,374
-20,365
155
$28.3M 0.15%
455,578
+476
156
$28.2M 0.15%
353,620
+64,556
157
$28.1M 0.15%
227,578
-4,746
158
$27.9M 0.15%
592,479
-16,782
159
$27.8M 0.14%
222,268
-88,470
160
$27.6M 0.14%
640,503
+54,409
161
$27.6M 0.14%
244,274
+70,801
162
$27.5M 0.14%
986,470
+47,355
163
$27.4M 0.14%
275,179
+30,341
164
$27.1M 0.14%
79,628
+8,587
165
$26.9M 0.14%
898,166
+234,024
166
$26.9M 0.14%
706,252
-437,116
167
$26.8M 0.14%
311,589
+25,328
168
$26.7M 0.14%
307,154
+19,062
169
$26.5M 0.14%
259,348
+6,315
170
$26.3M 0.14%
310,638
+20,114
171
$26.2M 0.14%
435,372
+198,661
172
$26M 0.14%
1,392,925
+67,018
173
$26M 0.14%
606,836
-45,036
174
$25.9M 0.14%
215,022
+52,849
175
$25.9M 0.13%
230,567
+79,777
5 6
7
8 9