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
201
$21.4M 0.11%
519,269
+174,746
202
$21.3M 0.11%
391,410
-42,092
203
$21.2M 0.11%
281,887
-18,244
204
$20.9M 0.11%
215,812
+30,783
205
$20.9M 0.11%
552,652
+484,382
206
$20.8M 0.11%
1,471,098
-133,243
207
$20.8M 0.11%
192,089
-3,770
208
$20.8M 0.11%
1,025,114
-557,184
209
$20.5M 0.11%
763,560
+150,114
210
$20.5M 0.11%
592,259
+30,354
211
$20.3M 0.11%
196,007
+87,413
212
$20.2M 0.11%
437,015
+54,775
213
$20.2M 0.11%
167,266
+2,473
214
$20.1M 0.1%
769,046
+44,707
215
$20.1M 0.1%
237,954
-8,641
216
$20.1M 0.1%
342,254
+54,722
217
$20M 0.1%
544,329
+150,253
218
$19.8M 0.1%
297,071
-58,618
219
$19.7M 0.1%
214,614
+81,466
220
$19.7M 0.1%
325,671
-74,023
221
$19.5M 0.1%
758,747
+4,754
222
$19.4M 0.1%
574,379
-2,583
223
$19.4M 0.1%
+748,822
224
$19.2M 0.1%
823,488
+21,856
225
$19.1M 0.1%
465,081
-377,799
7 8
9
10 11