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
2176
$147K ﹤0.01%
1,627
+189
2177
$146K ﹤0.01%
11,497
+514
2178
$146K ﹤0.01%
19,000
+325
2179
$145K ﹤0.01%
13,485
2180
$144K ﹤0.01%
12,250
-5,225
2181
$143K ﹤0.01%
+19,220
2182
$142K ﹤0.01%
16,364
-831
2183
$142K ﹤0.01%
10,417
2184
$140K ﹤0.01%
15,602
+128
2185
$138K ﹤0.01%
11,971
+193
2186
$138K ﹤0.01%
12,247
+554
2187
$137K ﹤0.01%
40,125
+25,300
2188
$136K ﹤0.01%
1,156
+127
2189
$136K ﹤0.01%
13,875
+1,100
2190
$136K ﹤0.01%
+10,000
2191
$136K ﹤0.01%
+11,866
2192
$135K ﹤0.01%
10,000
2193
$134K ﹤0.01%
31,133
+13,880
2194
$132K ﹤0.01%
10,661
-4,345
2195
$131K ﹤0.01%
79,260
-300
2196
$130K ﹤0.01%
13,050
-2,050
2197
$129K ﹤0.01%
3,382
-81
2198
$128K ﹤0.01%
30,501
-1,759
2199
$127K ﹤0.01%
6,643
+200
2200
$125K ﹤0.01%
12,177
+1,377
86 87
88
89 90