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
326
$31.3M 0.05%
402,334
-829
327
$31.1M 0.05%
84,155
+12,079
328
$31.1M 0.05%
143,777
+1,915
329
$31.1M 0.05%
317,527
+304,802
330
$31M 0.05%
516,415
+25,219
331
$31M 0.05%
420,516
-32,332
332
$30.8M 0.05%
268,095
-766
333
$30.8M 0.05%
70,278
+241
334
$30.6M 0.05%
502,678
+16,479
335
$30.6M 0.05%
211,876
+75,323
336
$30.6M 0.05%
927,032
+37,780
337
$30.4M 0.05%
1,475,177
+157,718
338
$30.3M 0.05%
879,050
+11,655
339
$30.2M 0.05%
595,119
+4,112
340
$30.2M 0.05%
775,291
+5,750
341
$29.9M 0.04%
348,226
+36,133
342
$29.9M 0.04%
327,372
-6,736
343
$29.5M 0.04%
751,160
+73,422
344
$29.4M 0.04%
84,745
+2,338
345
$29.3M 0.04%
1,850,354
346
$29M 0.04%
448,368
+63,025
347
$28.9M 0.04%
545,018
+29,612
348
$28.8M 0.04%
79,352
-9,347
349
$28.8M 0.04%
475,609
+20,178
350
$28.7M 0.04%
79,857
-60
12 13
14
15 16