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
2126
$191K ﹤0.01%
+12,288
2127
$191K ﹤0.01%
12,000
2128
$191K ﹤0.01%
+14,518
2129
$191K ﹤0.01%
12,303
-1,620
2130
$190K ﹤0.01%
70,000
-2,000
2131
$189K ﹤0.01%
+28,911
2132
$188K ﹤0.01%
+28,814
2133
$188K ﹤0.01%
15,470
+10
2134
$188K ﹤0.01%
+13,006
2135
$186K ﹤0.01%
16,606
-3,000
2136
$186K ﹤0.01%
25,031
-11,273
2137
$186K ﹤0.01%
13,961
2138
$185K ﹤0.01%
23,973
-292
2139
$184K ﹤0.01%
+4,314
2140
$181K ﹤0.01%
13,508
+520
2141
$181K ﹤0.01%
+1,080
2142
$180K ﹤0.01%
+1,456
2143
$179K ﹤0.01%
+16,180
2144
$177K ﹤0.01%
16,794
-116
2145
$177K ﹤0.01%
13,522
-733
2146
$175K ﹤0.01%
13,804
2147
$174K ﹤0.01%
11,000
2148
$174K ﹤0.01%
19,085
+7,269
2149
$173K ﹤0.01%
28,056
-16,175
2150
$173K ﹤0.01%
47,253
-57,000
84 85
86
87 88