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
2151
$172K ﹤0.01%
16,295
-42,533
2152
$169K ﹤0.01%
17,940
+7,277
2153
$169K ﹤0.01%
96,812
-19,016
2154
$169K ﹤0.01%
33,320
-2,400
2155
$168K ﹤0.01%
+10,825
2156
$167K ﹤0.01%
11,471
-935
2157
$166K ﹤0.01%
12,700
2158
$166K ﹤0.01%
+11,085
2159
$165K ﹤0.01%
+46,366
2160
$164K ﹤0.01%
+11,899
2161
$163K ﹤0.01%
+12,333
2162
$161K ﹤0.01%
33,850
+2,377
2163
$160K ﹤0.01%
18,890
+136
2164
$159K ﹤0.01%
2,791
-1,295
2165
$159K ﹤0.01%
+1,173
2166
$157K ﹤0.01%
10,327
-781
2167
$157K ﹤0.01%
17,308
-4,000
2168
$157K ﹤0.01%
+18,440
2169
$155K ﹤0.01%
30,116
2170
$154K ﹤0.01%
+19,200
2171
$151K ﹤0.01%
+12,814
2172
$151K ﹤0.01%
11,988
+1,065
2173
$151K ﹤0.01%
19,633
-18,245
2174
$148K ﹤0.01%
4,577
+1,962
2175
$147K ﹤0.01%
+9
85 86
87
88 89