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
$66.8B
AUM Growth
+$6.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,443
New
Increased
Reduced
Closed

Top Buys

1
+$233M
2
+$79.2M
3
+$70.4M
4
KMB icon
Kimberly-Clark
KMB
+$63.4M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$51.3M

Top Sells

1
+$303M
2
+$61.5M
3
+$42.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$38.3M
5
NTAP icon
NetApp
NTAP
+$36.6M

Sector Composition

1 Technology 16.77%
2 Healthcare 10.89%
3 Financials 9.86%
4 Industrials 9.2%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$56.6M 0.08%
763,204
+33,594
227
$56M 0.08%
250,631
-34,992
228
$56M 0.08%
1,063,893
-1,505
229
$55.4M 0.08%
35,539
-956
230
$54.8M 0.08%
223,910
+9,380
231
$54.8M 0.08%
554,725
+815
232
$54.7M 0.08%
363,165
+36,585
233
$54.7M 0.08%
572,791
+64,011
234
$54.6M 0.08%
875,215
+65,629
235
$54.3M 0.08%
401,567
+18,054
236
$54.3M 0.08%
1,007,060
+65,179
237
$54M 0.08%
853,868
+21,854
238
$54M 0.08%
413,907
+42,069
239
$52.8M 0.08%
516,694
+12,724
240
$52.1M 0.08%
1,363,276
+36,459
241
$52M 0.08%
333,275
+45,077
242
$52M 0.08%
189,362
-14,582
243
$51.7M 0.08%
736,445
+29,804
244
$51.4M 0.08%
848,679
+53,889
245
$50.7M 0.08%
246,312
-8,437
246
$50.5M 0.08%
493,629
-25,599
247
$49.6M 0.07%
1,934,926
+24,944
248
$49.5M 0.07%
159,193
-5,181
249
$49.3M 0.07%
608,720
+52,175
250
$49.2M 0.07%
312,699
+30,350
8 9
10
11 12