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
601
$13.6M 0.02%
158,575
-22,680
602
$13.6M 0.02%
162,594
-198
603
$13.5M 0.02%
42,317
+1,182
604
$13.5M 0.02%
218,325
+137,322
605
$13.4M 0.02%
144,916
+38,537
606
$13.4M 0.02%
206,239
+14,020
607
$13.4M 0.02%
84,503
+33,997
608
$13.3M 0.02%
211,902
+516
609
$13.3M 0.02%
180,644
-17,866
610
$13.2M 0.02%
31,544
+6,522
611
$13.2M 0.02%
106,085
+6,290
612
$13.1M 0.02%
445,257
+10,525
613
$13M 0.02%
106,415
+12,477
614
$13M 0.02%
52,736
+195
615
$12.9M 0.02%
163,321
-47,693
616
$12.9M 0.02%
95,502
+7,699
617
$12.7M 0.02%
116,069
-36,277
618
$12.7M 0.02%
242,365
-6,587
619
$12.7M 0.02%
481,426
+114,391
620
$12.7M 0.02%
173,327
+11,090
621
$12.6M 0.02%
121,365
+17,994
622
$12.6M 0.02%
220,105
+108,194
623
$12.6M 0.02%
41,808
-11,456
624
$12.5M 0.02%
246,163
+18,830
625
$12.4M 0.02%
148,084
+7,540
23 24
25
26 27