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 11.24%
3 Financials 11.12%
4 Industrials 9.2%
5 Consumer Staples 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
$354K ﹤0.01%
7,278
+2,052
1827
$354K ﹤0.01%
13,200
1828
$352K ﹤0.01%
5,336
-5,080
1829
$352K ﹤0.01%
5,133
-3,185
1830
$351K ﹤0.01%
22,947
-1,804
1831
$351K ﹤0.01%
63,655
-23,613
1832
$349K ﹤0.01%
+310
1833
$348K ﹤0.01%
13,053
+4,223
1834
$347K ﹤0.01%
18,511
-3,500
1835
$345K ﹤0.01%
17,921
-1,032
1836
$345K ﹤0.01%
17,680
+1,140
1837
$345K ﹤0.01%
44,902
+27,364
1838
$344K ﹤0.01%
15,005
1839
$344K ﹤0.01%
+6,130
1840
$344K ﹤0.01%
127,364
-1,551
1841
$341K ﹤0.01%
8,949
+544
1842
$341K ﹤0.01%
22,948
-2,059
1843
$341K ﹤0.01%
5,619
-12,267
1844
$340K ﹤0.01%
14,962
-483
1845
$339K ﹤0.01%
+18,680
1846
$339K ﹤0.01%
8,312
-2,837
1847
$339K ﹤0.01%
+15,013
1848
$338K ﹤0.01%
+9,363
1849
$338K ﹤0.01%
12,335
+4,249
1850
$337K ﹤0.01%
+13,368
72 73
74
75 76