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
551
$15.2M 0.02%
243,599
+11,728
552
$15.1M 0.02%
334,183
-16,753
553
$15.1M 0.02%
131,429
+7,108
554
$15.1M 0.02%
181,504
-1,043
555
$15.1M 0.02%
369,802
-68,889
556
$15.1M 0.02%
377,685
-2,713
557
$15M 0.02%
463,631
+41,210
558
$15M 0.02%
181,946
+3,404
559
$14.9M 0.02%
330,886
+54,256
560
$14.9M 0.02%
38,436
+982
561
$14.9M 0.02%
72,091
-2,874
562
$14.8M 0.02%
997,940
+44,929
563
$14.8M 0.02%
182,835
-91
564
$14.7M 0.02%
67,919
+890
565
$14.7M 0.02%
277,497
-28,020
566
$14.6M 0.02%
335,848
+15,295
567
$14.6M 0.02%
213,501
+163,695
568
$14.6M 0.02%
101,385
-2,695
569
$14.5M 0.02%
59,205
+4,896
570
$14.5M 0.02%
568,079
+407,041
571
$14.5M 0.02%
198,316
+966
572
$14.5M 0.02%
191,316
-5,419
573
$14.4M 0.02%
433,724
-3,787
574
$14.4M 0.02%
157,244
-18,269
575
$14.4M 0.02%
545,706
+97,372
21 22
23
24 25