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
2401
– –
-21,525
2402
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-11,000
2403
– –
-31,573
2404
– –
-24,800
2405
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-107,799
2406
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-886
2407
– –
-8,408
2408
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-3,292
2409
– –
-6,617
2410
– –
-11,223
2411
– –
-3,209
2412
– –
-11,563
2413
– –
-102,722
2414
– –
-11,770
2415
– –
-10,530
2416
– –
-121,760
2417
– –
-12,311
2418
– –
-25,922
2419
– –
-13,400
2420
– –
-6,866
2421
– –
-64,873
2422
– –
-18,532
2423
– –
-16,037
2424
– –
-3,848
2425
– –
-13,322
95 96
97
98 99