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
576
$14.4M 0.02%
28,575
+1,632
577
$14.4M 0.02%
419,973
+24,602
578
$14.3M 0.02%
216,589
+1,145
579
$14.3M 0.02%
153,205
-20,182
580
$14.3M 0.02%
128,554
+852
581
$14.2M 0.02%
120,864
-3,229
582
$14.2M 0.02%
156,774
+4,538
583
$14.2M 0.02%
389,384
+29,747
584
$14.1M 0.02%
900,933
+8,649
585
$14.1M 0.02%
429,493
+5,316
586
$14M 0.02%
403,315
+59,077
587
$14M 0.02%
1,380,977
-27,374
588
$14M 0.02%
478,966
+13,218
589
$13.9M 0.02%
267,586
+28,204
590
$13.9M 0.02%
99,110
-2,617
591
$13.8M 0.02%
125,974
+7,204
592
$13.8M 0.02%
75,125
-1,341
593
$13.8M 0.02%
226,649
-7,517
594
$13.8M 0.02%
121,529
+37,160
595
$13.7M 0.02%
138,302
-48,444
596
$13.7M 0.02%
57,956
-530
597
$13.7M 0.02%
539,621
+409,018
598
$13.7M 0.02%
+597,485
599
$13.7M 0.02%
229,491
-43,261
600
$13.7M 0.02%
190,190
+68,274
22 23
24
25 26