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
351
$28.4M 0.04%
264,705
+66
352
$28.4M 0.04%
513,384
-31,384
353
$28.3M 0.04%
162,927
+3,270
354
$28.3M 0.04%
367,506
+26,116
355
$27.9M 0.04%
38,721
+243
356
$27.8M 0.04%
583,716
+34,541
357
$27.8M 0.04%
937,241
-2,048
358
$27.7M 0.04%
113,753
-11,613
359
$27.6M 0.04%
411,895
+54,911
360
$27.6M 0.04%
375,556
+4,094
361
$27.6M 0.04%
568,684
+3,219
362
$27.5M 0.04%
79,650
+252
363
$27.5M 0.04%
406,935
+136
364
$27.4M 0.04%
854,092
-38,255
365
$27.4M 0.04%
118,352
+2,536
366
$27.4M 0.04%
341,037
-32,276
367
$27.3M 0.04%
327,664
+29,100
368
$27.3M 0.04%
649,914
+103,701
369
$27.3M 0.04%
1,911,290
+112,802
370
$27.2M 0.04%
602,743
+329,799
371
$27.2M 0.04%
292,783
+4,026
372
$27M 0.04%
515,446
+85,762
373
$27M 0.04%
624,448
+2,676
374
$26.9M 0.04%
501,395
-104,011
375
$26.8M 0.04%
1,009,347
+135,671
13 14
15
16 17