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
276
$40.3M 0.06%
388,875
-26,928
277
$40.2M 0.06%
209,627
+6,743
278
$40M 0.06%
516,489
+6,469
279
$39.9M 0.06%
161,400
+602
280
$39.8M 0.06%
63,095
+2,007
281
$39.8M 0.06%
611,140
-14,110
282
$39.3M 0.06%
224,978
-17,666
283
$39.2M 0.06%
140,355
+18,337
284
$38.3M 0.06%
748,114
+33,589
285
$38.2M 0.06%
83,105
-517
286
$37.7M 0.06%
574,650
+65,923
287
$37.3M 0.06%
156,196
+2,561
288
$37M 0.06%
107,275
+3,104
289
$36.9M 0.06%
1,838,120
-152,226
290
$36.9M 0.06%
211,156
+7,378
291
$36.7M 0.05%
317,573
-215,915
292
$36.3M 0.05%
168,127
+4,293
293
$36M 0.05%
481,090
+1,324
294
$35.9M 0.05%
94,560
+9,691
295
$35.8M 0.05%
147,033
+5,740
296
$35.4M 0.05%
954,622
+249,987
297
$35.2M 0.05%
300,316
-20,342
298
$35.1M 0.05%
316,260
+11,802
299
$35M 0.05%
95,952
+70
300
$34.9M 0.05%
551,256
+14,477
10 11
12
13 14