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
501
$18M 0.03%
103,256
+7,962
502
$18M 0.03%
103,487
+18,966
503
$17.9M 0.03%
12,936
-109
504
$17.8M 0.03%
521,012
+15,330
505
$17.7M 0.03%
80,671
+5,556
506
$17.6M 0.03%
638,571
+406,652
507
$17.3M 0.03%
304,827
+2,808
508
$17.3M 0.03%
154,449
-3,879
509
$17.3M 0.03%
49,935
-10,336
510
$17.2M 0.03%
266,406
+5,032
511
$17.2M 0.03%
339,890
+70,013
512
$17.2M 0.03%
197,885
-8,162
513
$17.1M 0.03%
173,068
+15,012
514
$17M 0.03%
122,284
+9,330
515
$17M 0.03%
53,322
+1,288
516
$17M 0.03%
102,280
+15,503
517
$17M 0.03%
281,242
-35,775
518
$16.8M 0.03%
36,558
-1,528
519
$16.8M 0.03%
506,638
+34,038
520
$16.8M 0.03%
+554,465
521
$16.7M 0.03%
71,157
+10,469
522
$16.6M 0.02%
253,495
+48,473
523
$16.6M 0.02%
80,994
-766
524
$16.6M 0.02%
345,463
+17,750
525
$16.6M 0.02%
338,733
+6,566
19 20
21
22 23