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
2226
$103K ﹤0.01%
33,040
-2,000
2227
$101K ﹤0.01%
92,076
-25,202
2228
$101K ﹤0.01%
+10,160
2229
$99K ﹤0.01%
15,070
+2,870
2230
$99K ﹤0.01%
47,089
+441
2231
$95K ﹤0.01%
+12,709
2232
– –
0
2233
$91K ﹤0.01%
+408
2234
$90K ﹤0.01%
22,030
-41,770
2235
$90K ﹤0.01%
25,300
-10,000
2236
$89K ﹤0.01%
19,565
+275
2237
$88K ﹤0.01%
8,302
-320
2238
$86K ﹤0.01%
16,898
-70,921
2239
$86K ﹤0.01%
+15,300
2240
$85K ﹤0.01%
+10,000
2241
$84K ﹤0.01%
8,264
-1,627
2242
$82K ﹤0.01%
14,500
+1,500
2243
$81K ﹤0.01%
+19,140
2244
$79K ﹤0.01%
12,186
+586
2245
$79K ﹤0.01%
10,860
2246
$76K ﹤0.01%
1,084
-145
2247
$71K ﹤0.01%
18,444
-17,357
2248
$70K ﹤0.01%
+29,600
2249
$69K ﹤0.01%
39
2250
$69K ﹤0.01%
+18,187
88 89
90
91 92