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
1876
$320K ﹤0.01%
18,492
+2,864
1877
$320K ﹤0.01%
9,891
-159
1878
$319K ﹤0.01%
25,492
+727
1879
$319K ﹤0.01%
11,138
-11,803
1880
$319K ﹤0.01%
10,975
+2,032
1881
$319K ﹤0.01%
+10,482
1882
$318K ﹤0.01%
60,297
-1,967
1883
$317K ﹤0.01%
21,525
+3,000
1884
$317K ﹤0.01%
4,368
-1,182
1885
$316K ﹤0.01%
12,488
-3,197
1886
$316K ﹤0.01%
30,198
+5,270
1887
$314K ﹤0.01%
3,177
+503
1888
$312K ﹤0.01%
11,157
-4,372
1889
$311K ﹤0.01%
+37,601
1890
$311K ﹤0.01%
20,400
+2,003
1891
$310K ﹤0.01%
+12,890
1892
$310K ﹤0.01%
+7,900
1893
$310K ﹤0.01%
+8,250
1894
$309K ﹤0.01%
7,029
+3,186
1895
$309K ﹤0.01%
9,730
-375
1896
$309K ﹤0.01%
+14,451
1897
$308K ﹤0.01%
+11,507
1898
$306K ﹤0.01%
16,816
+1,505
1899
$306K ﹤0.01%
7,173
+148
1900
$306K ﹤0.01%
13,214
+1,553
74 75
76
77 78