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
651
$11.7M 0.02%
648,326
-204,865
652
$11.7M 0.02%
708,994
-141,388
653
$11.7M 0.02%
402,125
+393,518
654
$11.7M 0.02%
90,518
+4,275
655
$11.6M 0.02%
251,313
+5,162
656
$11.6M 0.02%
98,726
-1,691
657
$11.6M 0.02%
+45,905
658
$11.6M 0.02%
248,152
+241,329
659
$11.6M 0.02%
128,884
-9,162
660
$11.5M 0.02%
147,925
-18,425
661
$11.5M 0.02%
249,744
+37,995
662
$11.5M 0.02%
147,853
-78,751
663
$11.4M 0.02%
261,444
+94,935
664
$11.3M 0.02%
148,583
-17,981
665
$11.2M 0.02%
240,517
+89,198
666
$11.2M 0.02%
324,452
+180,579
667
$11.2M 0.02%
440,462
-200,809
668
$11.1M 0.02%
79,272
+2,383
669
$11.1M 0.02%
92,611
+192
670
$11.1M 0.02%
584,681
+51,642
671
$11M 0.02%
216,892
+9,681
672
$10.9M 0.02%
184,701
+69,237
673
$10.9M 0.02%
9,168
+279
674
$10.8M 0.02%
608,275
+54,964
675
$10.8M 0.02%
215,786
+98,925
25 26
27
28 29