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
2076
$214K ﹤0.01%
4,450
-502
2077
$214K ﹤0.01%
9,350
-6,000
2078
$213K ﹤0.01%
7,442
-474
2079
$213K ﹤0.01%
17,807
-25,865
2080
$213K ﹤0.01%
+26,976
2081
$212K ﹤0.01%
+26,160
2082
$212K ﹤0.01%
+9,303
2083
$212K ﹤0.01%
17,077
-368,738
2084
$212K ﹤0.01%
+5,356
2085
$212K ﹤0.01%
10,318
2086
$211K ﹤0.01%
7,940
-4,880
2087
$211K ﹤0.01%
+6,064
2088
$211K ﹤0.01%
21,426
-9,290
2089
$211K ﹤0.01%
+9,987
2090
$210K ﹤0.01%
6,498
-1,863
2091
$210K ﹤0.01%
21,507
+953
2092
$210K ﹤0.01%
+12,825
2093
$210K ﹤0.01%
4,113
-12,852
2094
$210K ﹤0.01%
6,112
-1,329
2095
$210K ﹤0.01%
13,224
+711
2096
$209K ﹤0.01%
+8,952
2097
$209K ﹤0.01%
112,295
-16,070
2098
$209K ﹤0.01%
+6,650
2099
$208K ﹤0.01%
2,403
-2,455
2100
$207K ﹤0.01%
6,897
-645
82 83
84
85 86