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
2426
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-10,400
2427
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-2,071
2428
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-10,116
2429
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-6,766
2430
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-1,180,000
2431
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-21,920
2432
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-318,580
2433
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-15,731
2434
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-70,209
2435
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-11,601
2436
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-44,291
2437
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-12,000
2438
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-52,034
2439
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-5,629
2440
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-130,080
2441
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-10,330
2442
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-11,508
2443
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-341,165
2444
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-17,654
2445
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-1,160
2446
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-11,428
2447
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-76,834
2448
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-2,356
2449
– –
-24,500
2450
– –
-35,566
95 96 97
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