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
451
$21.3M 0.03%
157,332
+22,594
452
$21.2M 0.03%
130,212
+64,761
453
$21.1M 0.03%
557,850
-326,850
454
$21.1M 0.03%
219,465
-46,172
455
$21M 0.03%
277,225
+6,754
456
$20.8M 0.03%
42,402
-6,687
457
$20.6M 0.03%
525,149
+101,454
458
$20.6M 0.03%
360,107
+11,282
459
$20.5M 0.03%
324,000
-9,305
460
$20.4M 0.03%
268,715
+5,890
461
$20.3M 0.03%
300,602
+67,592
462
$20.2M 0.03%
123,520
+7,126
463
$20.2M 0.03%
405,618
-139,209
464
$20.2M 0.03%
183,247
-5,615
465
$20.1M 0.03%
424,863
-8,820
466
$20.1M 0.03%
259,534
-17,302
467
$20.1M 0.03%
236,411
-2,741
468
$20.1M 0.03%
523,874
-21,482
469
$20M 0.03%
45,147
+4,637
470
$20M 0.03%
129,421
-221
471
$19.7M 0.03%
189,801
-15,940
472
$19.6M 0.03%
537,452
-70,464
473
$19.6M 0.03%
291,004
-96,693
474
$19.6M 0.03%
598,909
+505,026
475
$19.5M 0.03%
704,108
+185,344
17 18
19
20 21