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
301
$34.4M 0.05%
1,455,390
+656,649
302
$33.9M 0.05%
72,192
-2,621
303
$33.9M 0.05%
286,849
-26,215
304
$33.9M 0.05%
180,925
-11,374
305
$33.9M 0.05%
1,959,174
+56,104
306
$33.8M 0.05%
3,180,989
-277,133
307
$33.8M 0.05%
481,150
-19,071
308
$33.7M 0.05%
565,202
+376,160
309
$33.7M 0.05%
737,480
+96,318
310
$33.2M 0.05%
1,695,344
+39,011
311
$33M 0.05%
363,891
+20,859
312
$32.9M 0.05%
397,406
+35,236
313
$32.9M 0.05%
388,791
+41,566
314
$32.8M 0.05%
61,598
+1,316
315
$32.6M 0.05%
485,000
+28,043
316
$32.5M 0.05%
370,156
-70,507
317
$32.3M 0.05%
224,611
+678
318
$32.2M 0.05%
600,139
+66,682
319
$31.8M 0.05%
351,628
+7,523
320
$31.7M 0.05%
613,279
+126,859
321
$31.6M 0.05%
627,541
+616,981
322
$31.6M 0.05%
1,380,592
+743,028
323
$31.4M 0.05%
768,608
+68,442
324
$31.4M 0.05%
108,280
-1,633
325
$31.3M 0.05%
652,477
+367,499
11 12
13
14 15