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
1726
$444K ﹤0.01%
6,887
+68
1727
$442K ﹤0.01%
23,964
+6,306
1728
$442K ﹤0.01%
32,387
-1,703
1729
$442K ﹤0.01%
+8,302
1730
$442K ﹤0.01%
134,182
+15,589
1731
$442K ﹤0.01%
17,190
-1,575
1732
$441K ﹤0.01%
9,790
-5,508
1733
$440K ﹤0.01%
10,166
-5,834
1734
$440K ﹤0.01%
7,337
-733
1735
$440K ﹤0.01%
29,198
-553
1736
$440K ﹤0.01%
95,640
+7,175
1737
$439K ﹤0.01%
19,386
-4,008
1738
$437K ﹤0.01%
12,027
-18,104
1739
$437K ﹤0.01%
47,938
-18,446
1740
$436K ﹤0.01%
6,205
-1,114
1741
$436K ﹤0.01%
78,152
+1,084
1742
$434K ﹤0.01%
20,026
+3,185
1743
$434K ﹤0.01%
+50,405
1744
$433K ﹤0.01%
38,456
-44,987
1745
$433K ﹤0.01%
27,326
+540
1746
$431K ﹤0.01%
9,367
+5,106
1747
$430K ﹤0.01%
+18,668
1748
$430K ﹤0.01%
3,326
+1,583
1749
$427K ﹤0.01%
7,350
-50
1750
$426K ﹤0.01%
24,136
-1,085
68 69
70
71 72