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
626
$12.4M 0.02%
51,013
-4,802
627
$12.4M 0.02%
119,842
+1,183
628
$12.4M 0.02%
453,546
+84,281
629
$12.4M 0.02%
100,522
+42,103
630
$12.3M 0.02%
253,889
+7,626
631
$12.3M 0.02%
131,006
-14,720
632
$12.2M 0.02%
288,799
+34,620
633
$12.2M 0.02%
36,354
+226
634
$12.2M 0.02%
87,469
+19,097
635
$12.2M 0.02%
75,268
+28,924
636
$12.2M 0.02%
710,098
+30,886
637
$12.1M 0.02%
117,056
+7,128
638
$12.1M 0.02%
148,037
-16,722
639
$12.1M 0.02%
299,517
+987
640
$12.1M 0.02%
60,323
+12,716
641
$12.1M 0.02%
80,173
-2,443
642
$12.1M 0.02%
847,169
+29,501
643
$12.1M 0.02%
342,668
+30,615
644
$12M 0.02%
211,596
-44,082
645
$12M 0.02%
286,599
+14,218
646
$12M 0.02%
172,949
-3,877
647
$11.9M 0.02%
155,334
+47,672
648
$11.8M 0.02%
255,628
+14,964
649
$11.8M 0.02%
26,124
-1,979
650
$11.8M 0.02%
71,244
+4,356
24 25
26
27 28