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
1926
$293K ﹤0.01%
2,807
-200
1927
$293K ﹤0.01%
5,757
+1,030
1928
$290K ﹤0.01%
6,384
-1,053
1929
$290K ﹤0.01%
+8,115
1930
$290K ﹤0.01%
+12,065
1931
$289K ﹤0.01%
389
+44
1932
$289K ﹤0.01%
9,586
+1,549
1933
$289K ﹤0.01%
6,070
+403
1934
$287K ﹤0.01%
8,059
+342
1935
$286K ﹤0.01%
45,332
+19,823
1936
$285K ﹤0.01%
22,498
-3,985
1937
$285K ﹤0.01%
+10,848
1938
$285K ﹤0.01%
+6,023
1939
$283K ﹤0.01%
12,440
-726
1940
$283K ﹤0.01%
10,101
-24
1941
$283K ﹤0.01%
+3,216
1942
$282K ﹤0.01%
18,476
-6,891
1943
$281K ﹤0.01%
26,795
-5,193
1944
$281K ﹤0.01%
3,502
-968
1945
$281K ﹤0.01%
+13,566
1946
$281K ﹤0.01%
12,827
-1,548
1947
$281K ﹤0.01%
+2,563
1948
$280K ﹤0.01%
8,496
+106
1949
$280K ﹤0.01%
23,720
+5,770
1950
$280K ﹤0.01%
4,449
-1,278
76 77
78
79 80