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
401
$24.8M 0.04%
102,563
+6,237
402
$24.7M 0.04%
44,293
+16,509
403
$24.7M 0.04%
358,555
-19,207
404
$24.5M 0.04%
40,177
+394
405
$24.5M 0.04%
404,872
+52,829
406
$24.5M 0.04%
721,211
+33,692
407
$24.4M 0.04%
158,048
+14,880
408
$24.4M 0.04%
120,907
+11,010
409
$24.3M 0.04%
295,065
+18,828
410
$24.2M 0.04%
297,059
-1,782
411
$24.2M 0.04%
167,139
-32,688
412
$24.2M 0.04%
489,943
+1,881
413
$24.1M 0.04%
335,113
+16,213
414
$24M 0.04%
181,191
+41,028
415
$24M 0.04%
725,594
+29,590
416
$23.8M 0.04%
115,459
-2,119
417
$23.7M 0.04%
154,725
+56,967
418
$23.7M 0.04%
203,128
-15,421
419
$23.7M 0.04%
181,371
-2,550
420
$23.6M 0.04%
787,099
+244,721
421
$23.4M 0.04%
449,223
-108,403
422
$23.4M 0.04%
353,742
+34,708
423
$23M 0.03%
63,579
-16,585
424
$23M 0.03%
631,033
-28,945
425
$23M 0.03%
346,278
+14,543
15 16
17
18 19