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
1951
$279K ﹤0.01%
8,062
-1,234
1952
$278K ﹤0.01%
20,192
-26,981
1953
$278K ﹤0.01%
+3,626
1954
$277K ﹤0.01%
+9,388
1955
$277K ﹤0.01%
16,108
+412
1956
$277K ﹤0.01%
+16,605
1957
$277K ﹤0.01%
+16,732
1958
$276K ﹤0.01%
+7,807
1959
$274K ﹤0.01%
6,118
-1,204
1960
$274K ﹤0.01%
16,850
-458
1961
$273K ﹤0.01%
+12,057
1962
$272K ﹤0.01%
+7,676
1963
$272K ﹤0.01%
+4,584
1964
$272K ﹤0.01%
4,299
-544
1965
$270K ﹤0.01%
32,544
-242,243
1966
$269K ﹤0.01%
3,964
+170
1967
$269K ﹤0.01%
9,605
-12,934
1968
$269K ﹤0.01%
5,785
-3,187
1969
$269K ﹤0.01%
95,702
+56,638
1970
$268K ﹤0.01%
9,486
-153
1971
$268K ﹤0.01%
16,000
1972
$268K ﹤0.01%
2
1973
$267K ﹤0.01%
24,400
+8,850
1974
$267K ﹤0.01%
31,647
+4,128
1975
$266K ﹤0.01%
+27,010
77 78
79
80 81