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
1751
$425K ﹤0.01%
+13,565
1752
$424K ﹤0.01%
14,634
-653
1753
$423K ﹤0.01%
26,717
+10,333
1754
$422K ﹤0.01%
12,702
+5,016
1755
$422K ﹤0.01%
+6,847
1756
$421K ﹤0.01%
+16,602
1757
$419K ﹤0.01%
19,291
-1,528
1758
$418K ﹤0.01%
29,762
+15,091
1759
$416K ﹤0.01%
+42,064
1760
$415K ﹤0.01%
14,026
+2,224
1761
$415K ﹤0.01%
16,557
-7,500
1762
$414K ﹤0.01%
32,737
+13,787
1763
$413K ﹤0.01%
2,585
+828
1764
$412K ﹤0.01%
7,956
-147
1765
$410K ﹤0.01%
7,912
+1,657
1766
$410K ﹤0.01%
7,750
1767
$409K ﹤0.01%
20,000
1768
$409K ﹤0.01%
20,987
+1,375
1769
$407K ﹤0.01%
9,974
-703
1770
$407K ﹤0.01%
11,974
-154,240
1771
$406K ﹤0.01%
33,250
1772
$405K ﹤0.01%
6,169
+1,269
1773
$405K ﹤0.01%
13,292
-535
1774
$404K ﹤0.01%
18,926
+4,741
1775
$403K ﹤0.01%
36,948
+5,656
69 70
71
72 73