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
2251
$68K ﹤0.01%
1,673
+2
2252
$66K ﹤0.01%
12,945
-69,506
2253
$65K ﹤0.01%
32,198
2254
$65K ﹤0.01%
6,422
+50
2255
$65K ﹤0.01%
24,321
-299
2256
$64K ﹤0.01%
7,846
2257
$64K ﹤0.01%
2,993
+1,348
2258
$64K ﹤0.01%
16,617
-993
2259
$63K ﹤0.01%
2,670
-6,121
2260
$63K ﹤0.01%
6,078
+375
2261
$61K ﹤0.01%
58,038
-215,938
2262
$60K ﹤0.01%
+11,411
2263
$60K ﹤0.01%
3
2264
$59K ﹤0.01%
+12,943
2265
$59K ﹤0.01%
221,680
-1,000
2266
$56K ﹤0.01%
16,996
+1,100
2267
$55K ﹤0.01%
40,241
-4,801
2268
$54K ﹤0.01%
14,365
-12,653
2269
$54K ﹤0.01%
+11,716
2270
$52K ﹤0.01%
21,042
+4,920
2271
$52K ﹤0.01%
22,823
-15,852
2272
$51K ﹤0.01%
10,114
-10,751
2273
$47K ﹤0.01%
+11,926
2274
$47K ﹤0.01%
15,070
-9,795
2275
$46K ﹤0.01%
68,695
+32,076
89 90
91
92 93