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
1801
$379K ﹤0.01%
2,074
-208
1802
$379K ﹤0.01%
26,703
-32
1803
$379K ﹤0.01%
6,910
+320
1804
$379K ﹤0.01%
13,909
-2,723
1805
$376K ﹤0.01%
+11,757
1806
$376K ﹤0.01%
5,942
-1,524
1807
$375K ﹤0.01%
1,594
+600
1808
$375K ﹤0.01%
4,984
+335
1809
$372K ﹤0.01%
26,849
-19,428
1810
$370K ﹤0.01%
4,165
+1,533
1811
$370K ﹤0.01%
13,672
-1,688
1812
$369K ﹤0.01%
8,927
-708
1813
$368K ﹤0.01%
16,961
+1,888
1814
$368K ﹤0.01%
26,643
-419
1815
$366K ﹤0.01%
+3,493
1816
$364K ﹤0.01%
74,702
-18,964
1817
$364K ﹤0.01%
13,885
-4,880
1818
$364K ﹤0.01%
2,547
-640
1819
$360K ﹤0.01%
27,600
+404
1820
$360K ﹤0.01%
+5,316
1821
$358K ﹤0.01%
+54,425
1822
$358K ﹤0.01%
+22,190
1823
$357K ﹤0.01%
+11,592
1824
$356K ﹤0.01%
25,642
-2,147
1825
$354K ﹤0.01%
19,191
-3,435
71 72
73
74 75