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
2051
$229K ﹤0.01%
+6,595
2052
$228K ﹤0.01%
+730
2053
$228K ﹤0.01%
+15,167
2054
$227K ﹤0.01%
9,720
+577
2055
$226K ﹤0.01%
8,834
-66,331
2056
$225K ﹤0.01%
13,740
-40
2057
$225K ﹤0.01%
15,208
+2,527
2058
$224K ﹤0.01%
16,200
+1,500
2059
$224K ﹤0.01%
+2,373
2060
$223K ﹤0.01%
+4,103
2061
$223K ﹤0.01%
+7,144
2062
$223K ﹤0.01%
+23,494
2063
$221K ﹤0.01%
9,654
-342
2064
$220K ﹤0.01%
4,480
-375
2065
$219K ﹤0.01%
41,725
-11,119
2066
$219K ﹤0.01%
16,156
+911
2067
$219K ﹤0.01%
8,440
+23
2068
$218K ﹤0.01%
43,096
+7,144
2069
$218K ﹤0.01%
+11,434
2070
$217K ﹤0.01%
+17,070
2071
$217K ﹤0.01%
8,830
+226
2072
$216K ﹤0.01%
+2,164
2073
$216K ﹤0.01%
3,347
-3,987
2074
$215K ﹤0.01%
5,146
-1,936
2075
$215K ﹤0.01%
5,569
-11,760
81 82
83
84 85