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
251
$48.4M 0.07%
1,758,036
+116,395
252
$48.1M 0.07%
488,241
+48,144
253
$47.8M 0.07%
350,463
+12,446
254
$47.1M 0.07%
1,153,888
+15,729
255
$46.8M 0.07%
262,301
-29,010
256
$46.7M 0.07%
1,507,250
+147,400
257
$46.6M 0.07%
1,016,904
-69,082
258
$45.8M 0.07%
429,008
+108,416
259
$44M 0.07%
622,173
+36,962
260
$43.9M 0.07%
692,578
+138,649
261
$43.9M 0.07%
494,246
-30,226
262
$43.8M 0.07%
719,549
-50,132
263
$43.8M 0.07%
861,092
-2,540
264
$43.4M 0.07%
787,671
+19,373
265
$43.2M 0.06%
225,487
+1,275
266
$43.1M 0.06%
346,956
+7,848
267
$42.7M 0.06%
160,794
+1,324
268
$42.6M 0.06%
378,503
-15,403
269
$42.1M 0.06%
176,396
+9,998
270
$42.1M 0.06%
390,313
+14,835
271
$41.8M 0.06%
389,663
-16,418
272
$41.7M 0.06%
875,419
+26
273
$41.6M 0.06%
2,282,690
-161,906
274
$40.9M 0.06%
175,058
+6,625
275
$40.9M 0.06%
209,004
+5,960
9 10
11
12 13