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
176
$25.6M 0.13%
759,132
+207,091
177
$25.6M 0.13%
649,262
-15,195
178
$25.5M 0.13%
634,448
+29,676
179
$25.2M 0.13%
313,044
-124,476
180
$24.5M 0.13%
414,337
+41,411
181
$24.5M 0.13%
479,414
-40,141
182
$24.5M 0.13%
591,951
-8,382
183
$24.4M 0.13%
376,908
+35,052
184
$24.3M 0.13%
741,301
+3,603
185
$23.7M 0.12%
873,771
+17,726
186
$23.7M 0.12%
695,066
+13,444
187
$23.5M 0.12%
1,008,561
-132,012
188
$23.3M 0.12%
223,844
+33,704
189
$23.3M 0.12%
557,948
+19,290
190
$22.8M 0.12%
101,311
-4,459
191
$22.4M 0.12%
482,601
-23,094
192
$22.3M 0.12%
256,472
-48,439
193
$22.1M 0.12%
353,896
+29,602
194
$22.1M 0.12%
207,095
+51,590
195
$22.1M 0.11%
202,284
+33,936
196
$22M 0.11%
107,652
-43,034
197
$22M 0.11%
285,405
+17,626
198
$21.8M 0.11%
266,199
+88,997
199
$21.6M 0.11%
16,973
+726
200
$21.5M 0.11%
523,376
-17,775
6 7
8
9 10