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 11.24%
3 Financials 11.12%
4 Industrials 9.2%
5 Consumer Staples 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
– –
-90,095
2402
– –
-13,191
2403
– –
-24,800
2404
– –
-107,799
2405
– –
-1,142
2406
– –
-50
2407
– –
-293
2408
– –
-3,746
2409
– –
-1,111
2410
– –
-4,797
2411
– –
-6,387
2412
– –
-20,016
2413
– –
-43,055
2414
– –
-17,000
2415
– –
-312
2416
– –
-3,554
2417
– –
-6,148
2418
– –
-20,196
2419
– –
-20,079
2420
– –
-8,835
2421
– –
-17,100
2422
– –
-5,105
2423
– –
-3,441
2424
– –
-10,170
2425
– –
-6,352
95 96
97
98 99