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
476
$19.5M 0.03%
198,531
+20,744
477
$19.4M 0.03%
692,829
-21,978
478
$19.3M 0.03%
151,928
+31,922
479
$19.2M 0.03%
74,848
+4,256
480
$19.2M 0.03%
1,410,249
+374,474
481
$19.2M 0.03%
589,611
-1,592
482
$19M 0.03%
370,735
-4,878
483
$18.9M 0.03%
375,555
-1,260
484
$18.8M 0.03%
1,319,240
+271,930
485
$18.8M 0.03%
91,502
-1,077
486
$18.8M 0.03%
313,297
+11,143
487
$18.7M 0.03%
160,419
+3,899
488
$18.7M 0.03%
78,096
+5,719
489
$18.6M 0.03%
261,426
+13,395
490
$18.5M 0.03%
271,696
+49,519
491
$18.5M 0.03%
163,260
+753
492
$18.3M 0.03%
1,233,146
+97,602
493
$18.3M 0.03%
261,248
-41,079
494
$18.2M 0.03%
686,739
+196,795
495
$18.2M 0.03%
137,992
+6,236
496
$18.2M 0.03%
258,781
+244,229
497
$18.1M 0.03%
579,364
+16,677
498
$18M 0.03%
297,059
+13,558
499
$18M 0.03%
170,201
+4,791
500
$18M 0.03%
304,189
+21,529
18 19
20
21 22