Stifel Financial

Stifel Financial Portfolio holdings

AUM $103B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
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
1
$430M 2.24%
16,345,136
+118,964
2
$273M 1.42%
3,502,934
-2,157
3
$268M 1.4%
2,608,673
+15,253
4
$252M 1.31%
4,640,514
+862,922
5
$251M 1.31%
4,517,964
+308,494
6
$222M 1.16%
1,487,258
+74,711
7
$197M 1.03%
2,981,853
+130,647
8
$191M 0.99%
7,021,277
+272,733
9
$189M 0.98%
4,081,563
+205,120
10
$180M 0.94%
5,878,004
+271,661
11
$168M 0.87%
+4,317,480
12
$158M 0.82%
1,616,801
+150,474
13
$157M 0.82%
1,573,528
+39,355
14
$150M 0.78%
2,534,374
+615,467
15
$150M 0.78%
1,665,520
-11,617
16
$148M 0.77%
1,859,153
+74,243
17
$145M 0.75%
5,574,020
+233,389
18
$137M 0.71%
3,192,610
+726,900
19
$134M 0.7%
1,140,181
+82,370
20
$133M 0.69%
1,003,989
+74,556
21
$130M 0.68%
1,087,965
+81,872
22
$130M 0.68%
1,672,234
-21,486
23
$127M 0.66%
1,259,332
-67,593
24
$127M 0.66%
3,687,639
-172,416
25
$125M 0.65%
2,487,860
+198,919
1
2 3 4 5