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
1851
$336K ﹤0.01%
15,173
-7,480
1852
$336K ﹤0.01%
+10,352
1853
$336K ﹤0.01%
51,250
-7,238
1854
$336K ﹤0.01%
7,680
-1,231
1855
$336K ﹤0.01%
16,102
+657
1856
$335K ﹤0.01%
10,574
+3,250
1857
$333K ﹤0.01%
11,755
1858
$333K ﹤0.01%
16,930
-6,020
1859
$332K ﹤0.01%
8,118
-1,174
1860
$331K ﹤0.01%
+23,284
1861
$329K ﹤0.01%
22,515
+1,431
1862
$328K ﹤0.01%
+20,565
1863
$328K ﹤0.01%
+10,257
1864
$327K ﹤0.01%
30,109
-34,924
1865
$326K ﹤0.01%
12,248
+1,778
1866
$325K ﹤0.01%
23,110
-740
1867
$324K ﹤0.01%
25,262
-4,873
1868
$324K ﹤0.01%
+16,259
1869
$324K ﹤0.01%
+2,941
1870
$323K ﹤0.01%
4,178
+46
1871
$323K ﹤0.01%
8,653
+2,826
1872
$322K ﹤0.01%
+24,064
1873
$321K ﹤0.01%
7,650
1874
$321K ﹤0.01%
5,434
+904
1875
$321K ﹤0.01%
6,417
-200
73 74
75
76 77