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
2426
– –
-3,119
2427
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-8,094
2428
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-7,740
2429
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-15,038
2430
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-5,718
2431
– –
-25,568
2432
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-36,936
2433
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-8,395
2434
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-15,025
2435
– –
-269,355
2436
– –
-18,686
2437
– –
-23,663
2438
– –
-11,201
2439
– –
-38,845
2440
– –
-6,599
2441
– –
-23,563
2442
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-10,250
2443
– –
-24,883
2444
– –
-11,241
2445
– –
-32,089
2446
– –
-24,321
2447
– –
-4,380
2448
– –
-5,100
2449
– –
-26,438
2450
– –
-11,000
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