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
526
$16.5M 0.02%
312,867
+34,968
527
$16.4M 0.02%
1,089,457
+2,857
528
$16.3M 0.02%
46,344
+3,663
529
$16.2M 0.02%
192,691
+101,534
530
$16.2M 0.02%
102,587
-6,402
531
$16.1M 0.02%
131,872
+9,173
532
$16.1M 0.02%
981,204
+46,136
533
$16.1M 0.02%
64,653
+5,134
534
$16.1M 0.02%
135,390
-5,400
535
$15.9M 0.02%
31,048
+12,322
536
$15.8M 0.02%
193,240
+9,817
537
$15.8M 0.02%
270,549
+92,865
538
$15.7M 0.02%
241,856
+51,174
539
$15.6M 0.02%
147,936
+3,753
540
$15.5M 0.02%
23,930
+335
541
$15.5M 0.02%
32,575
-1,241
542
$15.4M 0.02%
585,641
+153,858
543
$15.4M 0.02%
139,576
-10,195
544
$15.4M 0.02%
600,036
+43,434
545
$15.4M 0.02%
104,516
+30,948
546
$15.4M 0.02%
742,914
+56,832
547
$15.3M 0.02%
785,310
+21,465
548
$15.2M 0.02%
274,841
-10,363
549
$15.2M 0.02%
993,214
+93,736
550
$15.2M 0.02%
83,139
+1,327
20 21
22
23 24