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
26
$441M 0.66%
1,166,572
+617,077
27
$441M 0.66%
6,062,117
+210,305
28
$438M 0.66%
8,271,950
-17,743
29
$427M 0.64%
4,439,069
+40,426
30
$421M 0.63%
3,769,307
+86,797
31
$411M 0.62%
1,422,309
+20,347
32
$409M 0.61%
1,860,463
+44,172
33
$401M 0.6%
8,534,016
-46,692
34
$388M 0.58%
2,631,319
+37,849
35
$384M 0.58%
2,314,622
+54,257
36
$382M 0.57%
4,478,043
+78,456
37
$375M 0.56%
7,285,020
-1,193,417
38
$373M 0.56%
3,232,345
-365,751
39
$368M 0.55%
2,963,137
+75,995
40
$368M 0.55%
2,572,914
+33,219
41
$346M 0.52%
591,581
+1,686
42
$346M 0.52%
1,273,147
+291,659
43
$344M 0.52%
1,410,119
+97,731
44
$343M 0.51%
679,406
+21,357
45
$333M 0.5%
6,154,813
+249,874
46
$323M 0.48%
3,081,203
+237,420
47
$320M 0.48%
1,609,857
+3,616
48
$314M 0.47%
1,404,647
+38,359
49
$307M 0.46%
2,840,324
-218,672
50
$307M 0.46%
2,189,758
+49,070
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