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
376
$26.7M 0.04%
73,589
+4,808
377
$26.7M 0.04%
539,653
+23,556
378
$26.7M 0.04%
786,343
-7,411
379
$26.7M 0.04%
717,925
+12,170
380
$26.6M 0.04%
222,500
+14,441
381
$26.1M 0.04%
1,077,416
+130,871
382
$26.1M 0.04%
536,755
-51,899
383
$26M 0.04%
11,867
+591
384
$26M 0.04%
229,690
+33,704
385
$25.9M 0.04%
179,158
+33,580
386
$25.9M 0.04%
276,100
+5,038
387
$25.9M 0.04%
245,772
+13,297
388
$25.8M 0.04%
82,294
+53
389
$25.8M 0.04%
512,599
+10,120
390
$25.8M 0.04%
131,086
+5,596
391
$25.7M 0.04%
151,553
-3,851
392
$25.7M 0.04%
441,501
-667
393
$25.6M 0.04%
478,719
+128,531
394
$25.6M 0.04%
1,476,192
+6,348
395
$25.5M 0.04%
158,108
+5,244
396
$25.4M 0.04%
+905,969
397
$25.3M 0.04%
71,808
+1,703
398
$25.1M 0.04%
782,856
-131,998
399
$25M 0.04%
237,662
+22,225
400
$24.8M 0.04%
132,738
+12,907
14 15
16
17 18