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
1776
$403K ﹤0.01%
19,451
-2,464
1777
$402K ﹤0.01%
+6,542
1778
$397K ﹤0.01%
20,513
+3,544
1779
$396K ﹤0.01%
28,935
+15,320
1780
$393K ﹤0.01%
21,381
-136,908
1781
$392K ﹤0.01%
23,348
+9,507
1782
$390K ﹤0.01%
22,528
+7,528
1783
$390K ﹤0.01%
+8,375
1784
$389K ﹤0.01%
14,279
+2,317
1785
$388K ﹤0.01%
40,002
+24,733
1786
$387K ﹤0.01%
17,285
-27,301
1787
$387K ﹤0.01%
10,000
1788
$387K ﹤0.01%
659
+50
1789
$387K ﹤0.01%
16,265
-56
1790
$386K ﹤0.01%
+8,200
1791
$386K ﹤0.01%
15,234
+2,199
1792
$384K ﹤0.01%
24,800
+1,334
1793
$384K ﹤0.01%
35,300
+19,575
1794
$383K ﹤0.01%
13,959
-1,059
1795
$383K ﹤0.01%
11,000
1796
$383K ﹤0.01%
6,695
+195
1797
$382K ﹤0.01%
1,962
-189
1798
$381K ﹤0.01%
23,895
+9,897
1799
$380K ﹤0.01%
25,199
+1,907
1800
$379K ﹤0.01%
+28,389
70 71
72
73 74