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
426
$23M 0.03%
41,267
+2,310
427
$22.9M 0.03%
333,033
-24,151
428
$22.9M 0.03%
899,168
+67,937
429
$22.8M 0.03%
587,832
+35,762
430
$22.7M 0.03%
70,161
-1,584
431
$22.7M 0.03%
422,701
+15,065
432
$22.6M 0.03%
133,723
+2,068
433
$22.5M 0.03%
57,083
+6,405
434
$22.5M 0.03%
210,431
-54,167
435
$22.4M 0.03%
218,006
+5,065
436
$22.4M 0.03%
71,926
-1,503
437
$22.4M 0.03%
128,016
-15,137
438
$22.2M 0.03%
2,352,095
+236,336
439
$22.1M 0.03%
160,708
+4,800
440
$22.1M 0.03%
164,964
+9,421
441
$22.1M 0.03%
137,980
-9,202
442
$22.1M 0.03%
471,596
+54,991
443
$22M 0.03%
76,890
+3,241
444
$21.8M 0.03%
47,621
+3,590
445
$21.8M 0.03%
125,841
-12,904
446
$21.7M 0.03%
179,739
+22,975
447
$21.6M 0.03%
238,805
+35,569
448
$21.6M 0.03%
387,815
+24,169
449
$21.5M 0.03%
143,475
+1,736
450
$21.3M 0.03%
428,346
+31,833
16 17
18
19 20