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
676
$10.8M 0.02%
95,947
+18,195
677
$10.8M 0.02%
86,914
-27,196
678
$10.8M 0.02%
178,806
-50,742
679
$10.8M 0.02%
565,587
-1,717
680
$10.7M 0.02%
311,138
-4,937
681
$10.6M 0.02%
53,354
+1,468
682
$10.6M 0.02%
63,086
+499
683
$10.6M 0.02%
85,457
+1,378
684
$10.6M 0.02%
363,872
+143,637
685
$10.5M 0.02%
89,917
-2,150
686
$10.4M 0.02%
465,901
+72,861
687
$10.4M 0.02%
50,441
-1,442
688
$10.4M 0.02%
335,675
-48,199
689
$10.4M 0.02%
82,125
-40,826
690
$10.4M 0.02%
180,833
+25,058
691
$10.3M 0.02%
93,650
+1,263
692
$10.3M 0.02%
170,520
-18,337
693
$10.3M 0.02%
87,852
+2,419
694
$10.2M 0.02%
233,450
+19,121
695
$10.2M 0.02%
117,741
+1,745
696
$10.2M 0.02%
36,090
-3,428
697
$10.2M 0.02%
205,724
+5,237
698
$10.2M 0.02%
65,314
-791
699
$10.1M 0.02%
24,448
+3,976
700
$10.1M 0.02%
197,714
+24,645
26 27
28
29 30